Filed October 11, 2006
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 |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.1+ years Service code 13 7300 METRO BLVD., STE. 450 · EDINA, MN 55439 | Contract Administrator | $2,667 |
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,188 | $23,385+114.6% | $69,182-27.5% | $57,658-13.0% |
| Participation rate | 61.3% | 37.9%+23.4pp | 55.1%+6.2pp | 70.2%-8.9pp |
| Annual return | 10.06% | -659.34%+669.4pp | -21.93%+32.0pp | 5.13%+4.9pp |
| Employer contribution / active EE | $103 | $422-75.7% | $1,206-91.5% | $1,974-94.8% |
| Participant deferral / active EE | $1,668 | $843+97.9% | $1,897-12.1% | $3,061-45.5% |
| Admin fee / account holder | $6 | $82-92.5% | $2,697-99.8% | $95-93.4% |