Filed October 18, 2004
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 9-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 AND ANNUTIY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,361 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,759 | $44,989-27.2% | $170,442-80.8% | $77,958-58.0% |
| Participation rate | 91.1% | 64.6%+26.5pp | 83.6%+7.5pp | 71.6%+19.4pp |
| Annual return | 16.02% | 19.61%-3.6pp | 205.93%-189.9pp | 20.87%-4.8pp |
| Employer contribution / active EE | $146 | $1,466-90.0% | $5,433-97.3% | $2,310-93.7% |
| Participant deferral / active EE | $3,763 | $2,208+70.5% | $4,939-23.8% | $3,537+6.4% |
| Admin fee / account holder | $16 | $69-77.5% | $13,880-99.9% | $97-84.0% |