Filed February 21, 2010
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,967 | $75,760+4.2% | $123,104-35.9% | $59,188+33.4% |
| Participation rate | 80.3% | 86.0%-5.7pp | 86.8%-6.4pp | 69.4%+10.9pp |
| Annual return | -0.14% | 2.93%-3.1pp | 13.22%-13.4pp | 5.51%-5.7pp |
| Employer contribution / active EE | $2,433 | $3,415-28.8% | $5,151-52.8% | $2,098+16.0% |
| Participant deferral / active EE | $3,389 | $5,000-32.2% | $6,230-45.6% | $3,265+3.8% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |