Filed June 7, 2014 (most recent of 4 filings on file)
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 15 · EIN 84-0467907 | Recordkeeping | $108,154 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $20,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,470 | $44,989+94.4% | $170,442-48.7% | $77,958+12.2% |
| Participation rate | 68.2% | 64.6%+3.6pp | 83.6%-15.4pp | 71.6%-3.5pp |
| Annual return | 18.53% | 19.61%-1.1pp | 205.93%-187.4pp | 20.87%-2.3pp |
| Employer contribution / active EE | $1,126 | $1,466-23.2% | $5,433-79.3% | $2,310-51.3% |
| Participant deferral / active EE | $4,405 | $2,208+99.5% | $4,939-10.8% | $3,537+24.6% |
| Admin fee / account holder | $145 | $69+111.0% | $13,880-99.0% | $97+49.4% |