Filed April 29, 2009
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 | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,271 | $63,924-71.4% | $108,579-83.2% | $55,167-66.9% |
| Participation rate | 93.3% | 74.3%+18.9pp | 79.6%+13.7pp | 69.0%+24.3pp |
| Annual return | 14.85% | 15.31%-0.5pp | -51.70%+66.5pp | 169.23%-154.4pp |
| Employer contribution / active EE | $1,679 | $1,879-10.6% | $3,758-55.3% | $1,963-14.4% |
| Participant deferral / active EE | $2,768 | $3,067-9.8% | $4,311-35.8% | $3,054-9.4% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |