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 | $18,576 |
Employer contribution per participant 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 | $23,507 | $107,378-78.1% | $108,579-78.4% | $57,658-59.2% |
| Participation rate | 80.0% | 77.1%+2.9pp | 79.6%+0.4pp | 70.2%+9.7pp |
| Annual return | 6.92% | 12.80%-5.9pp | -51.70%+58.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $464 | $1,782-73.9% | $3,758-87.6% | $1,974-76.5% |
| Participant deferral / active EE | $2,214 | $3,221-31.3% | $4,311-48.6% | $3,061-27.7% |
| Admin fee / account holder | $19 | $108-82.1% | $7,645-99.7% | $95-79.5% |