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 | $240,754 |
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 | $29,070 | $47,456-38.7% | $172,739-83.2% | $77,787-62.6% |
| Participation rate | 87.7% | 66.3%+21.4pp | 82.6%+5.0pp | 73.2%+14.5pp |
| Annual return | 22.16% | 35.57%-13.4pp | 802.84%-780.7pp | 32.57%-10.4pp |
| Employer contribution / active EE | $492 | $1,574-68.8% | $5,143-90.4% | $2,504-80.4% |
| Participant deferral / active EE | $2,834 | $2,560+10.7% | $5,198-45.5% | $3,967-28.6% |
| Admin fee / account holder | $101 | $81+25.0% | $13,954-99.3% | $100+1.0% |