Filed October 29, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 37 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $594 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,718 | $63,299-30.9% | $91,001-52.0% | $62,292-29.8% |
| Participation rate | 94.4% | 73.3%+21.1pp | 75.6%+18.8pp | 69.5%+24.9pp |
| Annual return | 21.94% | 20.99%+0.9pp | 4.60%+17.3pp | 28.90%-7.0pp |
| Employer contribution / active EE | $2,340 | $1,807+29.5% | $2,456-4.7% | $2,042+14.6% |
| Participant deferral / active EE | $5,494 | $2,943+86.7% | $3,547+54.9% | $3,169+73.4% |
| Admin fee / account holder | $29 | $468-93.8% | $5,417-99.5% | $479-94.0% |