Filed November 16, 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 15 · EIN 84-0467907 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,767 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE Service code 15 · EIN 13-5581829 P O BOX 10356 · DES MOINES, IA 50306 | Recordkeeping | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,658 | $47,078+160.5% | $100,671+21.8% | $55,191+122.2% |
| Participation rate | 36.9% | 58.0%-21.1pp | 70.7%-33.8pp | 69.2%-32.3pp |
| Annual return | 1.07% | 0.65%+0.4pp | 20.43%-19.4pp | 10.78%-9.7pp |
| Employer contribution / active EE | $727 | $1,065-31.7% | $4,012-81.9% | $1,899-61.7% |
| Participant deferral / active EE | $2,521 | $2,038+23.7% | $3,144-19.8% | $3,046-17.2% |
| Admin fee / account holder | $39 | $153-74.5% | $4,850-99.2% | $91-57.0% |