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 | $783,966 |
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 | $185,210 | $56,095+230.2% | $178,490+3.8% | $90,288+105.1% |
| Participation rate | 92.2% | 65.6%+26.6pp | 81.9%+10.2pp | 73.4%+18.8pp |
| Annual return | 16.65% | 28.81%-12.2pp | 151.07%-134.4pp | 53.97%-37.3pp |
| Employer contribution / active EE | $4,203 | $1,572+167.3% | $5,011-16.1% | $2,524+66.5% |
| Participant deferral / active EE | $7,190 | $2,669+169.4% | $5,202+38.2% | $4,232+69.9% |
| Admin fee / account holder | $126 | $101+24.8% | $13,984-99.1% | $114+10.1% |