Filed November 8, 2013
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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,419 |
SUMMIT FINANCIAL CORPORATION4+ years Service code 13 · EIN 04-3222046 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $26,936 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 ONE UNIVERSITY PLACE · WALTHAM, MA 02453 | Advisory (Plan) | $8,979 |
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 | $57,595 | $44,873+28.4% | $79,464-27.5% | $56,287+2.3% |
| Participation rate | 94.4% | 68.7%+25.6pp | 73.3%+21.0pp | 69.9%+24.5pp |
| Annual return | -6.60% | 0.81%-7.4pp | 718.14%-724.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $3,050 | $2,140+42.5% | $2,800+8.9% | $2,111+44.5% |
| Participant deferral / active EE | $7,293 | $2,746+165.6% | $3,704+96.9% | $3,350+117.7% |
| Admin fee / account holder | $207 | $418-50.6% | $5,113-96.0% | $521-60.3% |