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) | $16,321 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $225 |
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 | $35,003 | $63,924-45.2% | $108,579-67.8% | $55,167-36.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 5.84% | 15.31%-9.5pp | -51.70%+57.5pp | 169.23%-163.4pp |
| Employer contribution / active EE | $922 | $1,879-50.9% | $3,758-75.5% | $1,963-53.0% |
| Participant deferral / active EE | $1,037 | $3,067-66.2% | $4,311-75.9% | $3,054-66.0% |
| Admin fee / account holder | $77 | $618-87.5% | $7,645-99.0% | $504-84.7% |