Filed March 24, 2006
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,581 |
Service code 22 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,361 | $51,466-4.1% | $78,778-37.3% | $62,292-20.8% |
| Participation rate | 58.9% | 59.8%-0.9pp | 69.2%-10.3pp | 69.5%-10.6pp |
| Annual return | 15.93% | 19.96%-4.0pp | 35.62%-19.7pp | 28.90%-13.0pp |
| Employer contribution / active EE | $207 | $827-74.9% | $1,986-89.6% | $2,042-89.8% |
| Participant deferral / active EE | $2,364 | $2,147+10.1% | $2,958-20.1% | $3,169-25.4% |
| Admin fee / account holder | $251 | $489-48.8% | $5,134-95.1% | $479-47.7% |