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 | $30,018 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,043 |
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 | $74,362 | $67,703+9.8% | $127,761-41.8% | $65,185+14.1% |
| Participation rate | 99.4% | 74.5%+24.9pp | 79.0%+20.4pp | 70.2%+29.2pp |
| Annual return | 19.81% | 24.36%-4.5pp | 26.14%-6.3pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,526 | $3,724-32.2% | $4,574-44.8% | $2,177+16.1% |
| Participant deferral / active EE | $3,540 | $4,787-26.1% | $6,021-41.2% | $3,514+0.7% |
| Admin fee / account holder | $223 | $618-64.0% | $9,395-97.6% | $847-73.7% |