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 | $248,559 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,920 | $56,095-34.2% | $178,490-79.3% | $90,288-59.1% |
| Participation rate | 88.9% | 65.6%+23.4pp | 81.9%+7.0pp | 73.4%+15.6pp |
| Annual return | 11.17% | 28.81%-17.6pp | 151.07%-139.9pp | 53.97%-42.8pp |
| Employer contribution / active EE | $271 | $1,572-82.8% | $5,011-94.6% | $2,524-89.3% |
| Participant deferral / active EE | $3,329 | $2,669+24.7% | $5,202-36.0% | $4,232-21.3% |
| Admin fee / account holder | $119 | $101+18.5% | $13,984-99.1% | $114+4.6% |