Filed August 14, 2009 (most recent of 2 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 10-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 GROUP Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $228,277 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,301 | $45,382-44.2% | $154,107-83.6% | $75,289-66.4% |
| Participation rate | 85.2% | 65.9%+19.3pp | 83.0%+2.2pp | 72.4%+12.8pp |
| Annual return | -6.19% | -0.47%-5.7pp | 735.12%-741.3pp | -0.04%-6.1pp |
| Employer contribution / active EE | $454 | $1,533-70.4% | $5,298-91.4% | $2,405-81.1% |
| Participant deferral / active EE | $2,682 | $2,384+12.5% | $5,081-47.2% | $3,739-28.3% |
| Admin fee / account holder | $108 | $89+21.2% | $13,411-99.2% | $102+5.8% |