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 | $284,807 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $201,201 |
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 | $180,115 | $105,247+71.1% | $87,100+106.8% | $77,787+131.5% |
| Participation rate | 97.0% | 85.8%+11.2pp | 76.9%+20.1pp | 73.2%+23.8pp |
| Annual return | 22.59% | 24.52%-1.9pp | 28.19%-5.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $8,001 | $2,895+176.4% | $2,521+217.3% | $2,504+219.5% |
| Participant deferral / active EE | $8,933 | $5,060+76.5% | $4,049+120.6% | $3,967+125.2% |
| Admin fee / account holder | $87 | $104-17.1% | $7,497-98.8% | $100-13.4% |