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 | $174,726 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,374 | $104,281+24.1% | $140,016-7.6% | $68,904+87.8% |
| Participation rate | 97.7% | 89.1%+8.6pp | 87.5%+10.2pp | 74.1%+23.6pp |
| Annual return | -6.43% | -1.33%-5.1pp | 651.12%-657.5pp | 1.07%-7.5pp |
| Employer contribution / active EE | $2,947 | $4,070-27.6% | $5,606-47.4% | $2,540+16.0% |
| Participant deferral / active EE | $6,503 | $6,129+6.1% | $6,927-6.1% | $4,015+61.9% |
| Admin fee / account holder | $16 | $79-79.4% | $10,705-99.8% | $71-77.3% |