Filed January 3, 2012
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 |
|---|---|---|
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $270 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,913 | $56,485-1.0% | $185,823-69.9% | $86,799-35.6% |
| Participation rate | 95.9% | 65.5%+30.5pp | 81.7%+14.2pp | 72.3%+23.7pp |
| Annual return | 15.35% | 118.04%-102.7pp | 122.05%-106.7pp | 97.91%-82.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,564 | $2,553+78.8% | $5,568-18.0% | $4,131+10.5% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |