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, CA 80111 | Participant Communication | $183,247 |
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 | $51,416 | $45,382+13.3% | $154,107-66.6% | $75,289-31.7% |
| Participation rate | 82.4% | 65.9%+16.5pp | 83.0%-0.7pp | 72.4%+10.0pp |
| Annual return | -4.67% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $564 | $1,533-63.2% | $5,298-89.3% | $2,405-76.5% |
| Participant deferral / active EE | $2,690 | $2,384+12.8% | $5,081-47.1% | $3,739-28.0% |
| Admin fee / account holder | $74 | $89-16.9% | $13,411-99.4% | $102-27.4% |