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 LLC5 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $38,596 |
PASI, LLC6+ years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $12,635 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,639 | $79,428+10.3% | $106,548-17.7% | $79,386+10.4% |
| Participation rate | 87.3% | 74.1%+13.2pp | 76.1%+11.2pp | 70.7%+16.6pp |
| Annual return | 32.63% | 18.27%+14.4pp | 26.80%+5.8pp | 116.85%-84.2pp |
| Employer contribution / active EE | $1,043 | $2,234-53.3% | $2,819-63.0% | $2,427-57.0% |
| Participant deferral / active EE | $4,075 | $3,823+6.6% | $4,398-7.3% | $4,046+0.7% |
| Admin fee / account holder | $29 | $523-94.4% | $7,407-99.6% | $626-95.3% |