Filed June 22, 2016 (most recent of 8 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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $29,433 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $17,713 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $8,589 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $161,178 | $110,760+45.5% | $162,163-0.6% | $82,204+96.1% |
| Participation rate | 91.1% | 92.7%-1.6pp | 87.6%+3.5pp | 73.4%+17.7pp |
| Annual return | 21.69% | 22.97%-1.3pp | 115.59%-93.9pp | 26.31%-4.6pp |
| Employer contribution / active EE | $3,296 | $4,437-25.7% | $5,614-41.3% | $2,707+21.7% |
| Participant deferral / active EE | $8,671 | $6,652+30.4% | $7,298+18.8% | $4,246+104.2% |
| Admin fee / account holder | $7 | $65-89.4% | $10,843-99.9% | $76-90.8% |