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 | $195,451 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $33,382 |
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 | $50,731 | $105,247-51.8% | $87,100-41.8% | $77,787-34.8% |
| Participation rate | 96.1% | 85.8%+10.3pp | 76.9%+19.2pp | 73.2%+22.9pp |
| Annual return | 20.22% | 24.52%-4.3pp | 28.19%-8.0pp | 32.57%-12.4pp |
| Employer contribution / active EE | $1,619 | $2,895-44.1% | $2,521-35.8% | $2,504-35.4% |
| Participant deferral / active EE | $3,202 | $5,060-36.7% | $4,049-20.9% | $3,967-19.3% |
| Admin fee / account holder | $59 | $104-43.5% | $7,497-99.2% | $100-41.0% |