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 | $120,313 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS INC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $23,236 |
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 | $85,992 | $45,382+89.5% | $154,107-44.2% | $75,289+14.2% |
| Participation rate | 63.5% | 65.9%-2.4pp | 83.0%-19.6pp | 72.4%-9.0pp |
| Annual return | -4.75% | -0.47%-4.3pp | 735.12%-739.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,164 | $1,533-24.1% | $5,298-78.0% | $2,405-51.6% |
| Participant deferral / active EE | $4,508 | $2,384+89.1% | $5,081-11.3% | $3,739+20.6% |
| Admin fee / account holder | $170 | $89+90.7% | $13,411-98.7% | $102+66.5% |