Filed March 2, 2012
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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC4 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $37,741 |
PASI, LLC5+ years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $13,990 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $556 |
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 | $71,366 | $70,908+0.6% | $98,907-27.8% | $73,488-2.9% |
| Participation rate | 90.9% | 73.8%+17.1pp | 76.0%+14.8pp | 70.7%+20.2pp |
| Annual return | 14.56% | 34.17%-19.6pp | 196.43%-181.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,072 | $2,036-47.4% | $2,689-60.1% | $2,270-52.8% |
| Participant deferral / active EE | $4,056 | $3,500+15.9% | $4,244-4.4% | $3,740+8.5% |
| Admin fee / account holder | $18 | $535-96.5% | $6,642-99.7% | $513-96.4% |