Filed June 2, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,506 | $57,096-58.8% | $94,224-75.1% | $55,191-57.4% |
| Participation rate | 99.2% | 75.7%+23.5pp | 78.8%+20.4pp | 69.2%+30.0pp |
| Annual return | -1.78% | 159.65%-161.4pp | 10.68%-12.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,310 | $1,708-23.3% | $3,587-63.5% | $1,899-31.0% |
| Participant deferral / active EE | $2,629 | $3,165-16.9% | $4,320-39.2% | $3,046-13.7% |
| Admin fee / account holder | $18 | $89-80.3% | $6,269-99.7% | $91-80.6% |