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 | $17,847 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,694 |
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 | $24,910 | $60,124-58.6% | $90,404-72.4% | $79,858-68.8% |
| Participation rate | 98.9% | 65.0%+33.9pp | 72.7%+26.2pp | 69.6%+29.3pp |
| Annual return | 15.39% | 71.94%-56.6pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,532 | $2,068+119.2% | $3,262+38.9% | $2,471+83.4% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $125 | $3,976-96.8% | $5,611-97.8% | $5,306-97.6% |