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 | $178,088 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $19,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,186 | $78,852-47.8% | $76,768-46.4% | $75,289-45.3% |
| Participation rate | 90.7% | 85.0%+5.8pp | 77.0%+13.8pp | 72.4%+18.3pp |
| Annual return | -4.83% | -1.29%-3.5pp | 2.43%-7.3pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,384 | $2,794-50.5% | $2,485-44.3% | $2,405-42.5% |
| Participant deferral / active EE | $2,541 | $4,800-47.1% | $3,852-34.0% | $3,739-32.0% |
| Admin fee / account holder | $49 | $79-37.8% | $6,675-99.3% | $102-52.0% |