Filed October 16, 1992
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 5-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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $15,940 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $450 |
Filed as: GREAT- WEST LIFE & ANNUITY INSUR CO Service code 15 | Recordkeeping | $0 |
Participant 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 | $34,139 | $57,108-40.2% | $94,224-63.8% | $52,331-34.8% |
| Participation rate | 96.6% | 72.9%+23.7pp | 78.8%+17.9pp | 68.1%+28.5pp |
| Annual return | 0.68% | 1.47%-0.8pp | 10.68%-10.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $754 | $1,735-56.6% | $3,587-79.0% | $1,882-60.0% |
| Participant deferral / active EE | $894 | $3,040-70.6% | $4,320-79.3% | $3,022-70.4% |
| Admin fee / account holder | $76 | $546-86.1% | $6,269-98.8% | $592-87.1% |