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 | $31,641 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,150 | $82,274-9.9% | $152,466-51.4% | $79,386-6.6% |
| Participation rate | 98.8% | 76.4%+22.4pp | 78.2%+20.6pp | 70.7%+28.1pp |
| Annual return | 15.51% | 7959.84%-7944.3pp | 757.33%-741.8pp | 116.85%-101.3pp |
| Employer contribution / active EE | $2,767 | $3,613-23.4% | $4,327-36.0% | $2,427+14.0% |
| Participant deferral / active EE | $4,319 | $4,969-13.1% | $5,820-25.8% | $4,046+6.8% |
| Admin fee / account holder | $236 | $632-62.7% | $15,805-98.5% | $626-62.4% |