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 | $541,383 |
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 | $43,195 | $44,989-4.0% | $170,442-74.7% | $77,958-44.6% |
| Participation rate | 99.8% | 64.6%+35.2pp | 83.6%+16.2pp | 71.6%+28.2pp |
| Annual return | 14.94% | 19.61%-4.7pp | 205.93%-191.0pp | 20.87%-5.9pp |
| Employer contribution / active EE | $4,704 | $1,466+220.8% | $5,433-13.4% | $2,310+103.6% |
| Participant deferral / active EE | $893 | $2,208-59.5% | $4,939-81.9% | $3,537-74.7% |
| Admin fee / account holder | $112 | $69+62.6% | $13,880-99.2% | $97+15.1% |