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 | $190,348 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,731 | $56,095+17.2% | $178,490-63.2% | $90,288-27.2% |
| Participation rate | 79.9% | 65.6%+14.4pp | 81.9%-2.0pp | 73.4%+6.6pp |
| Annual return | 13.37% | 28.81%-15.4pp | 151.07%-137.7pp | 53.97%-40.6pp |
| Employer contribution / active EE | $391 | $1,572-75.1% | $5,011-92.2% | $2,524-84.5% |
| Participant deferral / active EE | $2,822 | $2,669+5.7% | $5,202-45.8% | $4,232-33.3% |
| Admin fee / account holder | $84 | $101-16.8% | $13,984-99.4% | $114-26.6% |