Filed January 31, 2013 (most recent of 3 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 COMPANY Service code 15 8518 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $136,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,870 | $96,400+49.2% | $149,718-3.9% | $177,276-18.8% |
| Participation rate | 97.5% | 88.9%+8.5pp | 87.1%+10.4pp | 74.8%+22.6pp |
| Annual return | 16.18% | 19.02%-2.8pp | 1501.63%-1485.4pp | 21.25%-5.1pp |
| Employer contribution / active EE | $2,864 | $3,680-22.2% | $5,445-47.4% | $2,479+15.5% |
| Participant deferral / active EE | $6,076 | $5,510+10.3% | $6,569-7.5% | $3,881+56.6% |
| Admin fee / account holder | $13 | $69-81.7% | $11,283-99.9% | $154-91.8% |