Filed March 18, 2002
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 INSUR CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,719 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $984 |
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 | $21,101 | $54,762-61.5% | $90,281-76.6% | $72,985-71.1% |
| Participation rate | 98.9% | 65.1%+33.8pp | 73.3%+25.6pp | 69.5%+29.4pp |
| Annual return | 22.14% | 30.63%-8.5pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $4,371 | $2,092+108.9% | $2,854+53.1% | $2,440+79.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $111 | $3,972-97.2% | $5,351-97.9% | $5,124-97.8% |