Filed February 1, 2005 (most recent of 2 filings on file)
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 | $190,992 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,069 |
Service code 15 | Recordkeeping | $0 |
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 | $25,956 | $37,884-31.5% | $79,464-67.3% | $75,289-65.5% |
| Participation rate | 58.5% | 65.0%-6.5pp | 73.3%-14.9pp | 72.4%-14.0pp |
| Annual return | -4.62% | 1.06%-5.7pp | 718.14%-722.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $649 | $1,680-61.4% | $2,800-76.8% | $2,405-73.0% |
| Participant deferral / active EE | $1,068 | $2,569-58.4% | $3,704-71.2% | $3,739-71.4% |
| Admin fee / account holder | $96 | $77+25.5% | $5,113-98.1% | $102-6.1% |