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 | $67,407 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,026 | $84,948+31.9% | $70,449+59.0% | $73,409+52.6% |
| Participation rate | 99.4% | 79.9%+19.4pp | 75.1%+24.3pp | 72.2%+27.2pp |
| Annual return | 14.06% | 13.39%+0.7pp | 109.03%-95.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $8,560 | $2,834+202.0% | $2,737+212.8% | $2,234+283.2% |
| Participant deferral / active EE | $6,659 | $3,387+96.6% | $3,709+79.5% | $3,805+75.0% |
| Admin fee / account holder | $151 | $98+53.5% | $3,845-96.1% | $158-4.6% |