Filed October 18, 2004 (most recent of 3 filings on file)
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 10-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 & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $453,161 |
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 | $49,174 | $37,213+32.1% | $156,549-68.6% | $63,975-23.1% |
| Participation rate | 74.6% | 65.0%+9.6pp | 84.0%-9.4pp | 71.1%+3.5pp |
| Annual return | 9.06% | 47.89%-38.8pp | 32.23%-23.2pp | 48.65%-39.6pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,953 | $2,070+90.9% | $4,871-18.9% | $3,356+17.8% |
| Admin fee / account holder | $126 | $56+123.0% | $13,027-99.0% | $70+78.3% |