Filed December 1, 2008
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 64 · EIN 84-0467907 | Recordkeeping Fees | $55,454 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $29,708 |
Filed as: GREAT-WEST LIFE & INS CO Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,343 | $48,261-4.0% | $68,793-32.6% | $55,725-16.8% |
| Participation rate | 75.7% | 71.0%+4.7pp | 72.2%+3.5pp | 70.9%+4.9pp |
| Annual return | -5.47% | -2.61%-2.9pp | -4.63%-0.8pp | 244.93%-250.4pp |
| Employer contribution / active EE | $966 | $1,742-44.6% | $2,625-63.2% | $2,078-53.5% |
| Participant deferral / active EE | $2,647 | $2,712-2.4% | $3,311-20.1% | $3,356-21.1% |
| Admin fee / account holder | $172 | $126+36.4% | $5,131-96.6% | $115+49.4% |