Filed January 6, 2006
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 | $17,881 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80 |
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 | $88,781 | $85,202+4.2% | $172,739-48.6% | $72,985+21.6% |
| Participation rate | 22.5% | 70.1%-47.6pp | 82.6%-60.1pp | 69.5%-47.0pp |
| Annual return | 17.40% | 27.32%-9.9pp | 802.84%-785.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,281 | $3,324-61.5% | $5,143-75.1% | $2,440-47.5% |
| Participant deferral / active EE | $3,406 | $3,260+4.5% | $5,198-34.5% | $3,607-5.6% |
| Admin fee / account holder | $149 | $5,884-97.5% | $13,954-98.9% | $5,124-97.1% |