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 | $198,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,702 | $110,760+38.8% | $162,163-5.2% | $82,204+87.0% |
| Participation rate | 97.9% | 92.7%+5.2pp | 87.6%+10.3pp | 73.4%+24.5pp |
| Annual return | 20.74% | 22.97%-2.2pp | 115.59%-94.9pp | 26.31%-5.6pp |
| Employer contribution / active EE | $3,097 | $4,437-30.2% | $5,614-44.8% | $2,707+14.4% |
| Participant deferral / active EE | $7,002 | $6,652+5.3% | $7,298-4.1% | $4,246+64.9% |
| Admin fee / account holder | $19 | $65-71.3% | $10,843-99.8% | $76-75.3% |