Filed August 31, 2016
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $86,813 |
MARCUM LLP3+ years Service code 10 · EIN 11-1986323 | Accounting | $27,432 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $200,055 | $75,284+165.7% | $91,001+119.8% | $69,631+187.3% |
| Participation rate | 93.1% | 80.4%+12.7pp | 75.6%+17.5pp | 70.7%+22.4pp |
| Annual return | 16.40% | 48.40%-32.0pp | 4.60%+11.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $6,157 | $2,473+149.0% | $2,456+150.7% | $2,032+203.0% |
| Participant deferral / active EE | $7,458 | $3,700+101.6% | $3,547+110.2% | $3,224+131.4% |
| Admin fee / account holder | $323 | $111+192.3% | $5,417-94.0% | $110+192.6% |