Filed March 18, 2003
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 | Recordkeeping | $0 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,704 | $44,989-9.5% | $170,442-76.1% | $77,958-47.8% |
| Participation rate | 72.2% | 64.6%+7.6pp | 83.6%-11.4pp | 71.6%+0.6pp |
| Annual return | 16.15% | 19.61%-3.5pp | 205.93%-189.8pp | 20.87%-4.7pp |
| Employer contribution / active EE | $3,018 | $1,466+105.9% | $5,433-44.4% | $2,310+30.6% |
| Participant deferral / active EE | $1,908 | $2,208-13.6% | $4,939-61.4% | $3,537-46.0% |
| Admin fee / account holder | $0 | $69-100.0% | $13,880-100.0% | $97-100.0% |