Filed December 22, 1993
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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,640 |
Service code 27 · EIN 23-5986500 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $5,604 |
Filed as: VALLEY FORGE PENSION MNGT Service code 13 · EIN 23-2986500 1 COMMUNITY LANE · EPHRATA, PA 17522 | Contract Administrator | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,304 | $55,453-50.8% | $170,442-84.0% | $62,292-56.2% |
| Participation rate | 19.7% | 66.4%-46.6pp | 83.6%-63.9pp | 69.5%-49.8pp |
| Annual return | 13.57% | 21.38%-7.8pp | 205.93%-192.4pp | 28.90%-15.3pp |
| Employer contribution / active EE | $191 | $2,164-91.2% | $5,433-96.5% | $2,042-90.6% |
| Participant deferral / active EE | $442 | $2,303-80.8% | $4,939-91.1% | $3,169-86.1% |
| Admin fee / account holder | $130 | $455-71.5% | $13,880-99.1% | $479-73.0% |