Filed October 18, 2004
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 | $81,064 |
SQUIRE PATTON BOGGS US LLP2 years Service code 29 · EIN 34-0648199 | Legal | $25,446 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $20,000 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $19,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $166,451 | $74,347+123.9% | $93,606+77.8% | $67,579+146.3% |
| Participation rate | 94.0% | 80.6%+13.4pp | 75.8%+18.2pp | 71.3%+22.7pp |
| Annual return | 20.52% | 28.07%-7.6pp | 32.76%-12.2pp | 378.56%-358.0pp |
| Employer contribution / active EE | $5,445 | $2,583+110.8% | $2,718+100.3% | $2,148+153.5% |
| Participant deferral / active EE | $7,364 | $4,060+81.4% | $4,069+81.0% | $3,539+108.1% |
| Admin fee / account holder | $136 | $123+11.0% | $7,888-98.3% | $142-4.3% |