Filed March 17, 2016 (most recent of 2 filings on file)
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 | $83,217 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,426 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,473 | $86,225-78.6% | $146,665-87.4% | $86,799-78.7% |
| Participation rate | 74.2% | 78.0%-3.8pp | 80.1%-5.9pp | 72.3%+1.9pp |
| Annual return | 13.20% | 31.23%-18.0pp | 22.74%-9.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $572 | $2,392-76.1% | $4,136-86.2% | $2,405-76.2% |
| Participant deferral / active EE | $2,340 | $4,245-44.9% | $5,506-57.5% | $4,131-43.3% |
| Admin fee / account holder | $206 | $195+5.7% | $10,280-98.0% | $170+21.7% |