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 | $97,066 |
MARCUM LLP4+ years Service code 10 · EIN 11-1986323 | Accounting | $12,875 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
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 | $186,861 | $65,223+186.5% | $80,019+133.5% | $55,725+235.3% |
| Participation rate | 95.1% | 80.6%+14.6pp | 75.8%+19.3pp | 70.9%+24.3pp |
| Annual return | -3.78% | 7.59%-11.4pp | 11.22%-15.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $7,951 | $2,544+212.6% | $2,468+222.2% | $2,078+282.6% |
| Participant deferral / active EE | $7,234 | $3,881+86.4% | $3,686+96.3% | $3,356+115.6% |
| Admin fee / account holder | $292 | $114+156.0% | $6,521-95.5% | $115+153.9% |