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 | $19,977 |
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 | $33,419 | $62,324-46.4% | $68,509-51.2% | $55,191-39.4% |
| Participation rate | 95.8% | 78.9%+16.9pp | 74.7%+21.1pp | 69.2%+26.7pp |
| Annual return | -0.51% | 4.26%-4.8pp | 8.27%-8.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,763 | $2,223-20.7% | $2,278-22.6% | $1,899-7.2% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $48 | $91-47.8% | $5,275-99.1% | $91-47.5% |