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 | $258,709 |
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 | $166,372 | $53,565+210.6% | $172,739-3.7% | $82,204+102.4% |
| Participation rate | 94.2% | 69.6%+24.5pp | 82.6%+11.5pp | 73.4%+20.8pp |
| Annual return | 23.16% | 31.42%-8.3pp | 802.84%-779.7pp | 26.31%-3.1pp |
| Employer contribution / active EE | $7,036 | $1,857+279.0% | $5,143+36.8% | $2,707+159.9% |
| Participant deferral / active EE | $6,812 | $3,006+126.6% | $5,198+31.1% | $4,246+60.4% |
| Admin fee / account holder | $44 | $61-28.8% | $13,954-99.7% | $76-42.2% |