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 | $5,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,323 | $407,990-70.3% | $121,196+0.1% | $75,289+61.1% |
| Participation rate | 32.7% | 59.5%-26.8pp | 71.7%-39.1pp | 72.4%-39.7pp |
| Annual return | -3.99% | 2.93%-6.9pp | 16.93%-20.9pp | -0.04%-4.0pp |
| Employer contribution / active EE | $701 | $1,846-62.0% | $4,022-82.6% | $2,405-70.9% |
| Participant deferral / active EE | $1,786 | $2,201-18.9% | $3,344-46.6% | $3,739-52.2% |
| Admin fee / account holder | $38 | $455-91.7% | $5,019-99.2% | $102-63.1% |