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 | $58,047 |
DUNBAR, BENDER & ZAPF, INC.6+ years Service code 17 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $25,378 |
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 | $21,303 | $52,293-59.3% | $178,490-88.1% | $73,409-71.0% |
| Participation rate | 91.4% | 65.3%+26.1pp | 81.9%+9.5pp | 72.2%+19.3pp |
| Annual return | 14.63% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $608 | $1,735-65.0% | $5,011-87.9% | $2,234-72.8% |
| Participant deferral / active EE | $2,291 | $2,332-1.8% | $5,202-56.0% | $3,805-39.8% |
| Admin fee / account holder | $72 | $127-43.8% | $13,984-99.5% | $158-54.7% |