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 | $124,771 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS INC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $23,384 |
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 | $91,361 | $47,456+92.5% | $172,739-47.1% | $77,787+17.5% |
| Participation rate | 65.6% | 66.3%-0.6pp | 82.6%-17.0pp | 73.2%-7.6pp |
| Annual return | 22.91% | 35.57%-12.7pp | 802.84%-779.9pp | 32.57%-9.7pp |
| Employer contribution / active EE | $988 | $1,574-37.3% | $5,143-80.8% | $2,504-60.6% |
| Participant deferral / active EE | $3,826 | $2,560+49.5% | $5,198-26.4% | $3,967-3.6% |
| Admin fee / account holder | $154 | $81+90.3% | $13,954-98.9% | $100+53.7% |