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 | $293,955 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $138,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,427 | $78,852+87.0% | $76,768+92.0% | $75,289+95.8% |
| Participation rate | 92.7% | 85.0%+7.8pp | 77.0%+15.8pp | 72.4%+20.3pp |
| Annual return | -4.24% | -1.29%-3.0pp | 2.43%-6.7pp | -0.04%-4.2pp |
| Employer contribution / active EE | $7,215 | $2,794+158.2% | $2,485+190.3% | $2,405+200.0% |
| Participant deferral / active EE | $7,909 | $4,800+64.8% | $3,852+105.4% | $3,739+111.6% |
| Admin fee / account holder | $77 | $79-3.0% | $6,675-98.9% | $102-25.1% |