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 | $559,568 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $38,306 | $45,382-15.6% | $154,107-75.1% | $75,289-49.1% |
| Participation rate | 96.2% | 65.9%+30.3pp | 83.0%+13.2pp | 72.4%+23.8pp |
| Annual return | -5.75% | -0.47%-5.3pp | 735.12%-740.9pp | -0.04%-5.7pp |
| Employer contribution / active EE | $5,125 | $1,533+234.4% | $5,298-3.3% | $2,405+113.1% |
| Participant deferral / active EE | $598 | $2,384-74.9% | $5,081-88.2% | $3,739-84.0% |
| Admin fee / account holder | $106 | $89+18.6% | $13,411-99.2% | $102+3.5% |