Filed August 28, 2002 (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 Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,311 |
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 | $158,038 | $70,083+125.5% | $59,878+163.9% | $55,725+183.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -0.01% | 3.13%-3.1pp | 3.46%-3.5pp | 244.93%-244.9pp |
| Employer contribution / active EE | $6,914 | $2,878+140.2% | $2,722+154.0% | $2,078+232.7% |
| Participant deferral / active EE | $5,473 | $3,079+77.8% | $3,402+60.9% | $3,356+63.1% |
| Admin fee / account holder | $279 | $70+297.3% | $3,590-92.2% | $115+142.5% |