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 | $30,226 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,560 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,863 | $72,554+0.4% | $138,135-47.3% | $73,488-0.9% |
| Participation rate | 98.1% | 74.8%+23.3pp | 78.7%+19.4pp | 70.7%+27.4pp |
| Annual return | 15.61% | 17.50%-1.9pp | 20.51%-4.9pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,706 | $3,511-22.9% | $5,587-51.6% | $2,270+19.2% |
| Participant deferral / active EE | $3,923 | $4,908-20.1% | $6,431-39.0% | $3,740+4.9% |
| Admin fee / account holder | $235 | $464-49.3% | $11,856-98.0% | $513-54.1% |