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 ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,216 |
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 | $139,683 | $44,007+217.4% | $154,107-9.4% | $68,904+102.7% |
| Participation rate | 92.3% | 70.0%+22.2pp | 83.0%+9.2pp | 74.1%+18.1pp |
| Annual return | 1994.73% | 8.15%+1986.6pp | 735.12%+1259.6pp | 1.07%+1993.7pp |
| Employer contribution / active EE | $443 | $1,732-74.4% | $5,298-91.6% | $2,540-82.6% |
| Participant deferral / active EE | $3,616 | $2,813+28.5% | $5,081-28.8% | $4,015-9.9% |
| Admin fee / account holder | $17 | $65-74.3% | $13,411-99.9% | $71-76.6% |