Filed March 27, 2014 (most recent of 4 filings on file)
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $216,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,643 | $118,337-1.4% | $189,513-38.5% | $93,030+25.4% |
| Participation rate | 97.5% | 89.1%+8.4pp | 87.8%+9.7pp | 73.9%+23.6pp |
| Annual return | 15.47% | 21.77%-6.3pp | 555.15%-539.7pp | 158.70%-143.2pp |
| Employer contribution / active EE | $1,560 | $4,204-62.9% | $6,162-74.7% | $2,706-42.3% |
| Participant deferral / active EE | $7,633 | $7,123+7.2% | $8,221-7.2% | $4,562+67.3% |
| Admin fee / account holder | $92 | $100-7.7% | $12,045-99.2% | $152-39.4% |