Filed February 24, 1998
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 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $4,389 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $413 |
HIGHTOWER ADVISORS LLC6 years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,884 | $72,607+7.3% | $90,749-14.2% | $66,914+16.4% |
| Participation rate | 71.4% | 73.7%-2.3pp | 75.7%-4.3pp | 69.8%+1.6pp |
| Annual return | -17.43% | -12.28%-5.1pp | -12.16%-5.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,178 | $3,977+5.0% | $4,564-8.5% | $4,237-1.4% |
| Admin fee / account holder | $23 | $707-96.7% | $8,445-99.7% | $593-96.1% |