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 | $342,088 |
Filed as: USB FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $75,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $33,741 | $92,091-63.4% | $62,995-46.4% | $77,958-56.7% |
| Participation rate | 89.4% | 74.5%+14.9pp | 74.8%+14.6pp | 71.6%+17.7pp |
| Annual return | 12.91% | 16.23%-3.3pp | 87.57%-74.7pp | 20.87%-8.0pp |
| Employer contribution / active EE | $736 | $3,424-78.5% | $2,759-73.3% | $2,310-68.2% |
| Participant deferral / active EE | $2,622 | $3,361-22.0% | $3,329-21.2% | $3,537-25.9% |
| Admin fee / account holder | $72 | $48+49.6% | $3,600-98.0% | $97-26.4% |