Filed October 23, 2002
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 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,716 | $55,453-19.4% | $170,442-73.8% | $62,292-28.2% |
| Participation rate | 55.5% | 66.4%-10.9pp | 83.6%-28.1pp | 69.5%-14.0pp |
| Annual return | 12.00% | 21.38%-9.4pp | 205.93%-193.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,842 | $2,303-20.0% | $4,939-62.7% | $3,169-41.9% |
| Admin fee / account holder | $75 | $455-83.4% | $13,880-99.5% | $479-84.3% |