Filed June 5, 2008
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 INS CO Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,836 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $98 |
Service code 64 | Recordkeeping Fees | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,352 | $43,999-3.7% | $79,464-46.7% | $55,725-24.0% |
| Participation rate | 65.9% | 66.9%-1.0pp | 73.3%-7.4pp | 70.9%-4.9pp |
| Annual return | -6.04% | 1.81%-7.9pp | 718.14%-724.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,600 | $1,830-12.6% | $2,800-42.9% | $2,078-23.0% |
| Participant deferral / active EE | $2,366 | $2,538-6.8% | $3,704-36.1% | $3,356-29.5% |
| Admin fee / account holder | $78 | $118-33.3% | $5,113-98.5% | $115-31.9% |