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 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 INSUR CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $14,787 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,714 |
Filed as: GREAT WEST LIFE & ANNUITY INSUR CO. Service code 15 | Recordkeeping | $0 |
Annual investment return 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 | $123,377 | $64,909+90.1% | $82,313+49.9% | $62,292+98.1% |
| Participation rate | 98.0% | 74.9%+23.1pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 13.01% | 21.18%-8.2pp | 25.88%-12.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,881 | $1,676+71.9% | $2,428+18.6% | $2,042+41.0% |
| Participant deferral / active EE | $2,608 | $3,103-16.0% | $3,706-29.6% | $3,169-17.7% |
| Admin fee / account holder | $157 | $440-64.2% | $5,608-97.2% | $479-67.2% |