Filed November 27, 2008 (most recent of 2 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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $178,913 |
AMERICAN FUNDS5 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
GOLDMAN SACHS5 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON5 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE HARTFORD5 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,533 | $45,000-56.6% | $143,757-86.4% | $77,904-74.9% |
| Participation rate | 89.4% | 66.8%+22.6pp | 80.3%+9.1pp | 73.7%+15.7pp |
| Annual return | -12.29% | 29.03%-41.3pp | -0.04%-12.2pp | 12.21%-24.5pp |
| Employer contribution / active EE | $758 | $1,870-59.5% | $4,951-84.7% | $2,848-73.4% |
| Participant deferral / active EE | $1,814 | $3,157-42.5% | $5,637-67.8% | $4,806-62.3% |
| Admin fee / account holder | $113 | $98+15.0% | $14,673-99.2% | $133-14.6% |