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 | $151,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,200 | $136,780+37.6% | $189,513-0.7% | $101,517+85.4% |
| Participation rate | 96.3% | 90.9%+5.4pp | 87.8%+8.4pp | 74.6%+21.7pp |
| Annual return | 16.78% | 37.00%-20.2pp | 555.15%-538.4pp | 21.00%-4.2pp |
| Employer contribution / active EE | $3,133 | $4,857-35.5% | $6,162-49.2% | $2,973+5.4% |
| Participant deferral / active EE | $6,953 | $7,572-8.2% | $8,221-15.4% | $4,873+42.7% |
| Admin fee / account holder | $14 | $64-78.1% | $12,045-99.9% | $139-89.9% |