Filed February 1, 2005 (most recent of 2 filings on file)
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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $237,050 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,102 | $47,634-38.9% | $90,404-67.8% | $90,288-67.8% |
| Participation rate | 55.8% | 67.5%-11.7pp | 72.7%-16.9pp | 73.4%-17.6pp |
| Annual return | 14.43% | 19.61%-5.2pp | 1293.02%-1278.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $802 | $1,749-54.1% | $3,262-75.4% | $2,524-68.2% |
| Participant deferral / active EE | $1,161 | $2,824-58.9% | $3,963-70.7% | $4,232-72.6% |
| Admin fee / account holder | $64 | $106-39.6% | $5,611-98.9% | $114-43.9% |