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 | $4,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $202,383 | $47,648+324.7% | $130,648+54.9% | $67,579+199.5% |
| Participation rate | 26.4% | 60.4%-34.0pp | 71.7%-45.3pp | 71.3%-44.9pp |
| Annual return | 23.31% | 25.73%-2.4pp | 1708.96%-1685.6pp | 378.56%-355.2pp |
| Employer contribution / active EE | $264 | $1,408-81.2% | $4,092-93.5% | $2,148-87.7% |
| Participant deferral / active EE | $2,669 | $2,616+2.0% | $3,603-25.9% | $3,539-24.6% |
| Admin fee / account holder | $45 | $105-56.9% | $5,464-99.2% | $142-68.2% |