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 | $133,144 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS INC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $24,798 |
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 | $98,966 | $56,095+76.4% | $178,490-44.6% | $90,288+9.6% |
| Participation rate | 66.3% | 65.6%+0.8pp | 81.9%-15.6pp | 73.4%-7.0pp |
| Annual return | 14.32% | 28.81%-14.5pp | 151.07%-136.8pp | 53.97%-39.7pp |
| Employer contribution / active EE | $546 | $1,572-65.3% | $5,011-89.1% | $2,524-78.4% |
| Participant deferral / active EE | $3,794 | $2,669+42.2% | $5,202-27.1% | $4,232-10.4% |
| Admin fee / account holder | $161 | $101+60.1% | $13,984-98.8% | $114+41.3% |