Filed February 22, 1993
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 | $132,289 |
ASCENSUS LLC4+ years Filed as: CAP TRUST FINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $13,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,334 | $60,396+49.6% | $83,848+7.7% | $75,289+20.0% |
| Participation rate | 90.7% | 80.7%+10.0pp | 76.1%+14.6pp | 72.4%+18.3pp |
| Annual return | -4.38% | 3.84%-8.2pp | 850.88%-855.3pp | -0.04%-4.3pp |
| Employer contribution / active EE | $3,658 | $3,343+9.4% | $3,631+0.8% | $2,405+52.1% |
| Participant deferral / active EE | $5,262 | $2,922+80.0% | $4,082+28.9% | $3,739+40.7% |
| Admin fee / account holder | $121 | $141-14.5% | $5,478-97.8% | $102+18.0% |