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 | $95,795 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH + CONSULTING Service code 27 15 SOUTH RAYMOND AVENUE · PASADENA, CA 91105 | Advisory (Plan) | $93,754 |
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 | $130,071 | $176,491-26.3% | $95,952+35.6% | $90,288+44.1% |
| Participation rate | 99.9% | 86.6%+13.3pp | 77.1%+22.8pp | 73.4%+26.6pp |
| Annual return | 13.63% | 20.14%-6.5pp | 91.61%-78.0pp | 53.97%-40.3pp |
| Employer contribution / active EE | $5,813 | $2,789+108.4% | $2,541+128.8% | $2,524+130.3% |
| Participant deferral / active EE | $5,109 | $5,340-4.3% | $4,167+22.6% | $4,232+20.7% |
| Admin fee / account holder | $50 | $154-67.4% | $6,795-99.3% | $114-56.0% |