Filed February 22, 1993
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 INS. Service code 15 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $116,599 |
Filed as: GWFS EQUITIES INC. Service code 33 · EIN 84-0965407 8515 E ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $3,288 |
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 | $104,124 | $66,051+57.6% | $92,893+12.1% | $77,787+33.9% |
| Participation rate | 94.0% | 81.0%+13.0pp | 76.0%+18.0pp | 73.2%+20.8pp |
| Annual return | 24.28% | 20.69%+3.6pp | 109.41%-85.1pp | 32.57%-8.3pp |
| Employer contribution / active EE | $4,640 | $3,426+35.5% | $3,653+27.0% | $2,504+85.3% |
| Participant deferral / active EE | $5,672 | $3,013+88.2% | $4,236+33.9% | $3,967+43.0% |
| Admin fee / account holder | $91 | $148-38.6% | $5,794-98.4% | $100-9.3% |