Filed June 2, 2004
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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,599 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,419 | $62,267-57.6% | $110,238-76.0% | $55,725-52.6% |
| Participation rate | 73.3% | 78.1%-4.8pp | 79.8%-6.5pp | 70.9%+2.5pp |
| Annual return | -4.85% | -1.07%-3.8pp | 314.74%-319.6pp | 244.93%-249.8pp |
| Employer contribution / active EE | $241 | $1,941-87.6% | $3,826-93.7% | $2,078-88.4% |
| Participant deferral / active EE | $2,488 | $3,516-29.2% | $4,672-46.7% | $3,356-25.9% |
| Admin fee / account holder | $24 | $121-80.2% | $8,547-99.7% | $115-79.2% |