Filed January 21, 2001
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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,781 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,782 | $56,102+314.9% | $101,794+128.7% | $102,872+126.3% |
| Participation rate | 94.2% | 70.4%+23.9pp | 69.2%+25.0pp | 73.0%+21.2pp |
| Annual return | 4.83% | 14.06%-9.2pp | 30.53%-25.7pp | 19.06%-14.2pp |
| Employer contribution / active EE | $6,490 | $1,380+370.3% | $2,289+183.5% | $3,526+84.0% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $2 | $262-99.3% | $8,777-100.0% | $292-99.4% |