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 | $25,221 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,580 |
Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,880 | $63,745+6.5% | $98,442-31.0% | $79,386-14.5% |
| Participation rate | 68.0% | 69.9%-1.9pp | 73.3%-5.4pp | 70.7%-2.7pp |
| Annual return | 14.12% | 625.80%-611.7pp | 1492.73%-1478.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,358 | $2,557-7.8% | $2,960-20.3% | $2,427-2.9% |
| Participant deferral / active EE | $3,385 | $3,303+2.5% | $4,276-20.8% | $4,046-16.3% |
| Admin fee / account holder | $127 | $516-75.3% | $5,949-97.9% | $626-79.7% |