Filed June 5, 2008
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 INS CO Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,289 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $621 |
Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,405 | $54,237+7.7% | $90,281-35.3% | $67,579-13.6% |
| Participation rate | 62.7% | 68.6%-5.9pp | 73.3%-10.6pp | 71.3%-8.6pp |
| Annual return | 26.15% | 37.27%-11.1pp | 78.10%-51.9pp | 378.56%-352.4pp |
| Employer contribution / active EE | $1,844 | $1,846-0.1% | $2,854-35.4% | $2,148-14.2% |
| Participant deferral / active EE | $2,684 | $2,625+2.2% | $3,885-30.9% | $3,539-24.2% |
| Admin fee / account holder | $89 | $123-27.6% | $5,351-98.3% | $142-37.2% |