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 | $5,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,633 |
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 | $121,377 | $41,281+194.0% | $109,313+11.0% | $57,658+110.5% |
| Participation rate | 29.9% | 59.3%-29.4pp | 71.3%-41.4pp | 70.2%-40.3pp |
| Annual return | 6.61% | 8.97%-2.4pp | 22.07%-15.5pp | 5.13%+1.5pp |
| Employer contribution / active EE | $552 | $1,201-54.1% | $3,892-85.8% | $1,974-72.0% |
| Participant deferral / active EE | $1,947 | $2,223-12.4% | $3,166-38.5% | $3,061-36.4% |
| Admin fee / account holder | $31 | $75-58.9% | $5,666-99.5% | $95-67.3% |