Filed August 18, 1
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 INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $170,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,910 | $80,211+155.5% | $74,183+176.2% | $63,975+220.3% |
| Participation rate | 7.3% | 84.2%-76.9pp | 76.6%-69.3pp | 71.1%-63.8pp |
| Annual return | 13.33% | 14.13%-0.8pp | 17.74%-4.4pp | 48.65%-35.3pp |
| Employer contribution / active EE | $1,220 | $2,553-52.2% | $2,370-48.5% | $2,182-44.1% |
| Participant deferral / active EE | $2,235 | $4,370-48.8% | $3,550-37.0% | $3,356-33.4% |
| Admin fee / account holder | $224 | $67+233.8% | $5,586-96.0% | $70+218.5% |