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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,805 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 15 · EIN 84-0467907 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,493 |
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 | $174,186 | $54,121+221.8% | $134,143+29.9% | $73,409+137.3% |
| Participation rate | 43.7% | 64.4%-20.6pp | 72.2%-28.4pp | 72.2%-28.4pp |
| Annual return | 15.99% | -312.52%+328.5pp | 36.33%-20.3pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,622 | $1,402+15.7% | $3,704-56.2% | $2,234-27.4% |
| Participant deferral / active EE | $3,612 | $2,844+27.0% | $3,499+3.2% | $3,805-5.1% |
| Admin fee / account holder | $23 | $132-83.0% | $6,684-99.7% | $158-85.7% |