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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $90,104 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILALGE, CO 80111 | Recordkeeping Fees | $23,596 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,169 | $94,833+23.6% | $75,696+54.8% | $86,799+35.0% |
| Participation rate | 89.9% | 79.1%+10.8pp | 74.8%+15.1pp | 72.3%+17.6pp |
| Annual return | 13.11% | 16.91%-3.8pp | 104.53%-91.4pp | 97.91%-84.8pp |
| Employer contribution / active EE | $7,969 | $2,904+174.4% | $2,743+190.6% | $2,405+231.3% |
| Participant deferral / active EE | $6,472 | $3,632+78.2% | $3,821+69.4% | $4,131+56.7% |
| Admin fee / account holder | $154 | $109+42.2% | $3,619-95.7% | $170-8.9% |