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 | $201,995 |
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 | $162,758 | $122,602+32.8% | $177,821-8.5% | $93,223+74.6% |
| Participation rate | 97.2% | 91.3%+5.9pp | 87.7%+9.5pp | 74.9%+22.3pp |
| Annual return | 13.24% | 22.53%-9.3pp | 48.32%-35.1pp | 19.29%-6.0pp |
| Employer contribution / active EE | $3,057 | $4,338-29.5% | $5,918-48.3% | $2,680+14.1% |
| Participant deferral / active EE | $7,035 | $7,134-1.4% | $7,714-8.8% | $4,563+54.2% |
| Admin fee / account holder | $18 | $62-70.5% | $12,427-99.9% | $79-77.0% |