Filed April 29, 2009
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,041 | $71,192-70.4% | $117,854-82.1% | $62,292-66.2% |
| Participation rate | 97.3% | 74.2%+23.1pp | 79.7%+17.7pp | 69.5%+27.8pp |
| Annual return | 17.03% | 18.66%-1.6pp | 335.08%-318.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,745 | $1,934-9.8% | $3,786-53.9% | $2,042-14.6% |
| Participant deferral / active EE | $2,386 | $3,189-25.2% | $4,482-46.8% | $3,169-24.7% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |