Filed April 14, 2004
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,823 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,818 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,253 | $46,173+102.0% | $170,442-45.3% | $69,631+33.9% |
| Participation rate | 80.4% | 63.9%+16.5pp | 83.6%-3.2pp | 70.7%+9.7pp |
| Annual return | 34.68% | 21.62%+13.1pp | 205.93%-171.3pp | 27571.02%-27536.3pp |
| Employer contribution / active EE | $1,877 | $1,610+16.6% | $5,433-65.5% | $2,032-7.7% |
| Participant deferral / active EE | $3,424 | $2,080+64.6% | $4,939-30.7% | $3,224+6.2% |
| Admin fee / account holder | $18 | $116-84.2% | $13,880-99.9% | $110-83.4% |