Filed June 15, 2022
Total covered: 2 employees
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,483 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $8,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,674 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,117 | $62,928-69.6% | $172,739-88.9% | $67,579-71.7% |
| Participation rate | 86.8% | 64.5%+22.3pp | 82.6%+4.2pp | 71.3%+15.5pp |
| Annual return | 27.95% | 30.36%-2.4pp | 802.84%-774.9pp | 378.56%-350.6pp |
| Employer contribution / active EE | $1,448 | $1,636-11.5% | $5,143-71.8% | $2,148-32.6% |
| Participant deferral / active EE | $3,925 | $2,145+83.0% | $5,198-24.5% | $3,539+10.9% |
| Admin fee / account holder | $69 | $167-58.4% | $13,954-99.5% | $142-51.3% |