Filed December 11, 2001 (most recent of 2 filings on file)
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 15 · EIN 84-0467907 | Recordkeeping | $84,695 |
Filed as: GREAT-WEST LIFE 7 ANNUITY INSURANCE Service code 15 | Recordkeeping | $0 |
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 | $34,341 | $72,770-52.8% | $67,652-49.2% | $55,191-37.8% |
| Participation rate | 88.6% | 78.8%+9.8pp | 75.7%+12.9pp | 69.2%+19.4pp |
| Annual return | 0.40% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,295 | $1,769+29.7% | $2,266+1.3% | $1,899+20.9% |
| Participant deferral / active EE | $1,939 | $3,408-43.1% | $3,560-45.5% | $3,046-36.3% |
| Admin fee / account holder | $90 | $79+14.4% | $4,821-98.1% | $91-0.6% |