Filed March 18, 2003
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 | $36,668 |
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 | $38,925 | $45,382-14.2% | $154,107-74.7% | $75,289-48.3% |
| Participation rate | 71.1% | 65.9%+5.2pp | 83.0%-11.9pp | 72.4%-1.3pp |
| Annual return | -4.86% | -0.47%-4.4pp | 735.12%-740.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $2,765 | $1,533+80.4% | $5,298-47.8% | $2,405+15.0% |
| Participant deferral / active EE | $1,734 | $2,384-27.3% | $5,081-65.9% | $3,739-53.6% |
| Admin fee / account holder | $13 | $89-85.8% | $13,411-99.9% | $102-87.6% |