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Welcome JOE PARTICIPANTS, XYZ Company 401(k) Plan

Current Account Balance

Your current balance is $2,370.49
Last Sign On: Wed, Sep 1, 2010 02:37 PM EDT

Market Indices

Stock market graphic and data

Balance by Investment Option

Fund Balance

Investment OptionsUnit/Shares Effective DateBalance
Maxim Aggressive Profile II31-AUG-2010$38.68
American Funds EuroPacific Growth R331-AUG-2010$18.96
Maxim Index 60031-AUG-2010$16.29
Maxim T. Rowe Price Mid-Cap Growth31-AUG-2010$104.44
Maxim S & P 500 Index31-AUG-2010$87.05
Marsico Focus31-AUG-2010$528.26
Oppenheimer Capital Appreciation A31-AUG-2010$270.72
American Funds Growth Fund of Amer R331-AUG-2010$561.77
Key Guaranteed Portfolio FundN/A$561.43
RiverSource Diversified Equity Income R331-AUG-2010$94.58
Maxim SecureFoundation Lifetime 2045 G131-AUG-2010$88.31
Total$2,370.49

Last Contribution

No contributions were made to this plan within the past 6 months.

Individual Rate of Return

Individual Rate of Return from 01-AUG-2010 to 01-SEP-2010 is -3.62% Decrease

Current Deferral

Your current deferral is:
  • 0% before taxes
  • 0% roth
  • 0% after taxes
  • 0% age 50+ catch-up
  • 0% age 50+ roth catch-up

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Your Financial Planning Resource

We are pleased to offer you articles from our provider of participant education, SmartMoney Custom Solutions. Please check out some valuable personal finance information by clicking on the links below.
The Long and Short of It
Updated 6/2010
Let's face it: There's always a tug-of-war between your present needs and your future goals. The trick is to strike a balance that allows you to begin building a retirement cache today and still have enough ready cash to fix your roof in case it collapses tomorrow.
Economic Sign Language
Updated 6/2010
You needn't be an economist to draw a bead on the economy's current health. Just learn to recognize a few simple indicators, which you can find in the financial section of your newspaper or in specialized publications.

Great-West Retirement Services® is not responsible for the content contained in the SmartMoney links above. All general information is provided as a service of SmartMoney and does not necessarily reflect the opinions nor beliefs of Great-West.

Balance Pie Chart

Chart displaying Account Data

Pending Transfer(s)

You have 0 pending transfer(s)
Click Pending Transfer(s) for details

  1. Please consider the investment objectives, risks, fees and expenses carefully before investing. The prospectus contains this and other information about the investment options. Depending on the investment options offered in your Plan, your registered representative can provide you with prospectuses for any mutual funds; any applicable annuity contracts and the annuity's underlying funds; and/or disclosure documents for investment options exempt from SEC registration. Prospectuses and other disclosure documents are also available on this Web site. Please read them carefully before investing.

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