Filed August 29, 2006 (most recent of 7 filings on file)
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 7-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 CO. Service code 38 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $157,103 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,883 | $37,039+53.6% | $147,614-61.5% | $59,188-3.9% |
| Participation rate | 72.7% | 63.8%+8.9pp | 84.6%-11.9pp | 69.4%+3.3pp |
| Annual return | 1.10% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $488 | $1,353-63.9% | $5,564-91.2% | $2,098-76.7% |
| Participant deferral / active EE | $2,190 | $2,094+4.6% | $4,895-55.3% | $3,265-32.9% |
| Admin fee / account holder | $84 | $60+38.9% | $11,611-99.3% | $92-9.3% |