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) | $17,644 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $1,992 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,841 | $66,302-55.0% | $110,238-72.9% | $56,287-47.0% |
| Participation rate | 91.5% | 74.9%+16.5pp | 79.8%+11.6pp | 69.9%+21.6pp |
| Annual return | -4.61% | -1.18%-3.4pp | 314.74%-319.3pp | -9.96%+5.3pp |
| Employer contribution / active EE | $831 | $2,047-59.4% | $3,826-78.3% | $2,111-60.6% |
| Participant deferral / active EE | $849 | $3,381-74.9% | $4,672-81.8% | $3,350-74.7% |
| Admin fee / account holder | $77 | $698-89.0% | $8,547-99.1% | $521-85.2% |