Filed August 5, 1992
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 | Recordkeeping Fees | $32,279 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,624 | $81,908-11.3% | $90,749-20.0% | $64,808+12.1% |
| Participation rate | 92.5% | 80.5%+12.0pp | 75.7%+16.8pp | 71.5%+21.1pp |
| Annual return | -10.10% | -12.53%+2.4pp | -12.16%+2.1pp | 32.82%-42.9pp |
| Employer contribution / active EE | $2,328 | $3,065-24.0% | $2,921-20.3% | $2,506-7.1% |
| Participant deferral / active EE | $3,994 | $4,840-17.5% | $4,564-12.5% | $4,310-7.3% |
| Admin fee / account holder | $58 | $157-63.1% | $8,445-99.3% | $188-69.1% |