Filed December 15, 2006 (most recent of 5 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 AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,082 |
ASSET STRATEGY CONSULTANTS3+ years Service code 28 SIX NORTH PARK DRIVE, SUITE 208 · HUNT VALLEY, MD 21030 | Investment Management | $487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,423 | $37,196-85.4% | $154,107-96.5% | $55,725-90.3% |
| Participation rate | 28.3% | 64.1%-35.8pp | 83.0%-54.7pp | 70.9%-42.5pp |
| Annual return | 6.53% | 1319.68%-1313.2pp | 735.12%-728.6pp | 244.93%-238.4pp |
| Employer contribution / active EE | $239 | $1,614-85.2% | $5,298-95.5% | $2,078-88.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $20 | $102-80.2% | $13,411-99.9% | $115-82.6% |