Filed February 2, 2006
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 | $29,120 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,727 |
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 | $74,799 | $60,396+23.8% | $111,392-32.9% | $56,287+32.9% |
| Participation rate | 98.0% | 72.4%+25.6pp | 78.9%+19.2pp | 69.9%+28.2pp |
| Annual return | -4.86% | 20.26%-25.1pp | -2.06%-2.8pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,635 | $3,459-23.8% | $4,328-39.1% | $2,111+24.8% |
| Participant deferral / active EE | $3,653 | $4,421-17.4% | $5,567-34.4% | $3,350+9.1% |
| Admin fee / account holder | $227 | $610-62.8% | $12,266-98.1% | $521-56.4% |