Filed November 14, 2000
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 INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,944 |
FAIRHAVEN WEALTH MANAGEMENT, LLC2+ years Service code 27 2015 SPRING ROAD STE. 230 · OAK BROOK, IL 60523 | Advisory (Plan) | $10,858 |
CONSULTING ACTUARIAL GROUP, INC.3+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $5,980 |
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 | $93,078 | $63,299+47.0% | $91,001+2.3% | $62,292+49.4% |
| Participation rate | 82.8% | 73.3%+9.5pp | 75.6%+7.2pp | 69.5%+13.3pp |
| Annual return | 19.65% | 20.99%-1.3pp | 4.60%+15.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,874 | $1,807+3.7% | $2,456-23.7% | $2,042-8.2% |
| Participant deferral / active EE | $4,100 | $2,943+39.3% | $3,547+15.6% | $3,169+29.4% |
| Admin fee / account holder | $148 | $468-68.3% | $5,417-97.3% | $479-69.1% |