Filed November 9, 2005 (most recent of 2 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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $64,352 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,623 | $82,279-59.1% | $77,999-56.9% | $63,975-47.4% |
| Participation rate | 86.8% | 84.7%+2.2pp | 75.5%+11.3pp | 71.1%+15.7pp |
| Annual return | 6.84% | 11.20%-4.4pp | 425.96%-419.1pp | 48.65%-41.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $2,470-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,421 | $4,538-24.6% | $3,497-2.2% | $3,356+1.9% |
| Admin fee / account holder | $28 | $81-65.2% | $5,480-99.5% | $70-59.8% |