Filed April 29, 2008 (most recent of 2 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 AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $191,742 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $141,481 |
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 | $26,635 | $45,382-41.3% | $154,107-82.7% | $75,289-64.6% |
| Participation rate | 88.9% | 65.9%+23.0pp | 83.0%+5.9pp | 72.4%+16.5pp |
| Annual return | -3.29% | -0.47%-2.8pp | 735.12%-738.4pp | -0.04%-3.3pp |
| Employer contribution / active EE | $913 | $1,533-40.4% | $5,298-82.8% | $2,405-62.0% |
| Participant deferral / active EE | $1,903 | $2,384-20.2% | $5,081-62.6% | $3,739-49.1% |
| Admin fee / account holder | $89 | $89-0.2% | $13,411-99.3% | $102-12.9% |