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 | $871,533 |
Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $40,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,068 | $67,512+190.4% | $185,823+5.5% | $93,030+110.8% |
| Participation rate | 96.3% | 67.1%+29.1pp | 81.7%+14.6pp | 73.9%+22.4pp |
| Annual return | 13.34% | 21.04%-7.7pp | 122.05%-108.7pp | 158.70%-145.4pp |
| Employer contribution / active EE | $4,684 | $1,783+162.7% | $5,167-9.3% | $2,706+73.1% |
| Participant deferral / active EE | $7,919 | $3,035+160.9% | $5,568+42.2% | $4,562+73.6% |
| Admin fee / account holder | $148 | $318-53.5% | $16,237-99.1% | $152-2.6% |