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 | $53,604 |
DUNBAR, BENDER & ZAPF, INC.5+ years Service code 17 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $28,900 |
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 | $19,431 | $62,928-69.1% | $172,739-88.8% | $67,579-71.2% |
| Participation rate | 92.9% | 64.5%+28.4pp | 82.6%+10.3pp | 71.3%+21.6pp |
| Annual return | 20.88% | 30.36%-9.5pp | 802.84%-782.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $536 | $1,636-67.2% | $5,143-89.6% | $2,148-75.0% |
| Participant deferral / active EE | $1,947 | $2,145-9.2% | $5,198-62.5% | $3,539-45.0% |
| Admin fee / account holder | $72 | $167-56.6% | $13,954-99.5% | $142-49.2% |