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 | $21,870 |
Service code 64 | Recordkeeping Fees | $21,870 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,149 |
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 | $55,370 | $52,670+5.1% | $90,404-38.8% | $73,409-24.6% |
| Participation rate | 58.3% | 67.7%-9.4pp | 72.7%-14.4pp | 72.2%-13.9pp |
| Annual return | 11.76% | 20.70%-8.9pp | 1293.02%-1281.3pp | 59.29%-47.5pp |
| Employer contribution / active EE | $1,633 | $1,872-12.8% | $3,262-50.0% | $2,234-26.9% |
| Participant deferral / active EE | $2,392 | $2,807-14.8% | $3,963-39.6% | $3,805-37.1% |
| Admin fee / account holder | $94 | $117-19.7% | $5,611-98.3% | $158-40.6% |