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 LLC6 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $41,084 |
PASI, LLC7+ years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $15,625 |
CAPOSSELA, COHEN, LLC7+ years Service code 10 368 CENTER STREET · SOUTHPORT, CT 06890 | Accounting | $10,500 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $70,759 | $72,607-2.5% | $90,749-22.0% | $66,914+5.7% |
| Participation rate | 93.1% | 73.7%+19.5pp | 75.7%+17.5pp | 69.8%+23.3pp |
| Annual return | -14.82% | -12.28%-2.5pp | -12.16%-2.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $929 | $2,369-60.8% | $2,921-68.2% | $2,544-63.5% |
| Participant deferral / active EE | $4,005 | $3,977+0.7% | $4,564-12.2% | $4,237-5.5% |
| Admin fee / account holder | $83 | $707-88.3% | $8,445-99.0% | $593-86.0% |