Filed December 1, 2000
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 CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $424,178 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $56,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,032 | $85,199-62.4% | $57,179-44.0% | $63,975-49.9% |
| Participation rate | 84.3% | 74.0%+10.3pp | 75.3%+9.0pp | 71.1%+13.2pp |
| Annual return | 7.54% | 10.43%-2.9pp | 14.59%-7.0pp | 48.65%-41.1pp |
| Employer contribution / active EE | $684 | $3,446-80.2% | $2,682-74.5% | $2,182-68.7% |
| Participant deferral / active EE | $2,451 | $3,109-21.1% | $3,096-20.8% | $3,356-27.0% |
| Admin fee / account holder | $79 | $39+104.3% | $3,139-97.5% | $70+12.0% |