Filed April 5, 2010
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,899 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,525 |
Service code 15 | Recordkeeping | $0 |
Filed as: GREAT-WEST LIFE & INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,235 | $42,546-71.2% | $71,796-83.0% | $55,167-77.8% |
| Participation rate | 82.1% | 59.1%+23.0pp | 69.1%+13.0pp | 69.0%+13.1pp |
| Annual return | -87.01% | 12.36%-99.4pp | 78.04%-165.1pp | 169.23%-256.2pp |
| Employer contribution / active EE | $2,057 | $803+156.0% | $1,924+6.9% | $1,963+4.8% |
| Participant deferral / active EE | $28,254 | $2,064+1268.7% | $2,794+911.1% | $3,054+825.1% |
| Admin fee / account holder | $146 | $650-77.5% | $4,815-97.0% | $504-71.0% |