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 | $167,577 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $53,442 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
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 | $54,249 | $37,213+45.8% | $156,549-65.3% | $63,975-15.2% |
| Participation rate | 78.8% | 65.0%+13.8pp | 84.0%-5.2pp | 71.1%+7.7pp |
| Annual return | 7.47% | 47.89%-40.4pp | 32.23%-24.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $505 | $1,357-62.8% | $5,501-90.8% | $2,182-76.8% |
| Participant deferral / active EE | $2,381 | $2,070+15.0% | $4,871-51.1% | $3,356-29.1% |
| Admin fee / account holder | $130 | $56+131.1% | $13,027-99.0% | $70+84.8% |