Filed March 1, 2015
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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,052 |
Service code 27 1640 CORPORATE WOODS CIR · UNIONTOWN, OH 44685 | Advisory (Plan) | $23,496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,986 | $64,909-9.1% | $82,313-28.3% | $62,292-5.3% |
| Participation rate | 78.8% | 74.9%+3.9pp | 76.9%+1.9pp | 69.5%+9.2pp |
| Annual return | 14.96% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,056 | $1,676+22.7% | $2,428-15.3% | $2,042+0.7% |
| Participant deferral / active EE | $4,279 | $3,103+37.9% | $3,706+15.5% | $3,169+35.0% |
| Admin fee / account holder | $241 | $440-45.1% | $5,608-95.7% | $479-49.7% |