Filed March 1, 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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,215 |
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 | $115,386 | $105,247+9.6% | $87,100+32.5% | $77,787+48.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 20.59% | 24.52%-3.9pp | 28.19%-7.6pp | 32.57%-12.0pp |
| Employer contribution / active EE | $5,493 | $2,895+89.8% | $2,521+117.8% | $2,504+119.3% |
| Participant deferral / active EE | $4,493 | $5,060-11.2% | $4,049+11.0% | $3,967+13.3% |
| Admin fee / account holder | $46 | $104-56.4% | $7,497-99.4% | $100-54.5% |