Filed October 28, 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: GREAT-WEST LIFE & ANNUITY INS. COMP Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $51,257 |
DUNBAR, BENDER & ZAPF, INC.4+ years Service code 17 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $26,539 |
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 | $14,634 | $37,196-60.7% | $154,107-90.5% | $55,725-73.7% |
| Participation rate | 91.9% | 64.1%+27.8pp | 83.0%+8.9pp | 70.9%+21.1pp |
| Annual return | -5.37% | 1319.68%-1325.0pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $613 | $1,614-62.0% | $5,298-88.4% | $2,078-70.5% |
| Participant deferral / active EE | $1,735 | $2,068-16.1% | $5,081-65.8% | $3,356-48.3% |
| Admin fee / account holder | $62 | $102-38.5% | $13,411-99.5% | $115-45.8% |