Filed April 9, 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: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,884 | $93,182-4.6% | $146,665-39.4% | $79,386+12.0% |
| Participation rate | 59.2% | 76.4%-17.2pp | 80.1%-20.8pp | 70.7%-11.5pp |
| Annual return | 9.52% | 21.61%-12.1pp | 22.74%-13.2pp | 116.85%-107.3pp |
| Employer contribution / active EE | $1,513 | $2,420-37.5% | $4,136-63.4% | $2,427-37.7% |
| Participant deferral / active EE | $2,596 | $4,169-37.7% | $5,506-52.8% | $4,046-35.8% |
| Admin fee / account holder | $385 | $585-34.2% | $10,280-96.3% | $626-38.6% |