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 ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $164,416 |
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 | $60,918 | $44,989+35.4% | $170,442-64.3% | $77,958-21.9% |
| Participation rate | 76.7% | 64.6%+12.1pp | 83.6%-6.9pp | 71.6%+5.1pp |
| Annual return | 18.19% | 19.61%-1.4pp | 205.93%-187.7pp | 20.87%-2.7pp |
| Employer contribution / active EE | $511 | $1,466-65.1% | $5,433-90.6% | $2,310-77.9% |
| Participant deferral / active EE | $2,344 | $2,208+6.2% | $4,939-52.6% | $3,537-33.7% |
| Admin fee / account holder | $106 | $69+53.5% | $13,880-99.2% | $97+8.7% |