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 | $23,258 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,714 | $58,879-32.6% | $178,490-77.8% | $73,488-46.0% |
| Participation rate | 85.6% | 66.2%+19.4pp | 81.9%+3.7pp | 70.7%+15.0pp |
| Annual return | 13.54% | 24.86%-11.3pp | 151.07%-137.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $490 | $2,236-78.1% | $5,011-90.2% | $2,270-78.4% |
| Participant deferral / active EE | $1,237 | $2,567-51.8% | $5,202-76.2% | $3,740-66.9% |
| Admin fee / account holder | $72 | $400-82.0% | $13,984-99.5% | $513-86.0% |