Filed January 1, 2015 (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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $166,741 |
UNGARETTI & HARRIS LLP1+ years Service code 29 70 W. MADISON STREET, SUITE 3500 · CHICAGO, IL 602024283 | Legal | $6,177 |
NIXON PEABODY LLP1+ years Service code 29 1300 CLINTON SQ · ROCHESTER, NY 14604 | Legal | $2,969 |
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 | $51,724 | $37,039+39.6% | $147,614-65.0% | $59,188-12.6% |
| Participation rate | 88.9% | 63.8%+25.1pp | 84.6%+4.2pp | 69.4%+19.4pp |
| Annual return | -0.46% | 7.19%-7.6pp | 61.98%-62.4pp | 5.51%-6.0pp |
| Employer contribution / active EE | $1,714 | $1,353+26.7% | $5,564-69.2% | $2,098-18.3% |
| Participant deferral / active EE | $3,785 | $2,094+80.8% | $4,895-22.7% | $3,265+15.9% |
| Admin fee / account holder | $50 | $60-16.3% | $11,611-99.6% | $92-45.3% |