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.2+ years Service code 13 7300 METRO BLVD., STE. 450 · EDINA, MN 55439 | Contract Administrator | $9,600 |
Service code 27 6011 WEST COURTYARD DR. STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $953 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,696 | $28,416+89.0% | $73,545-27.0% | $69,631-22.9% |
| Participation rate | 56.6% | 38.3%+18.2pp | 54.9%+1.6pp | 70.7%-14.1pp |
| Annual return | 11.92% | -694.13%+706.1pp | -15.16%+27.1pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $94 | $430-78.1% | $1,219-92.3% | $2,032-95.4% |
| Participant deferral / active EE | $1,646 | $897+83.5% | $1,806-8.8% | $3,224-48.9% |
| Admin fee / account holder | $12 | $104-88.9% | $2,320-99.5% | $110-89.5% |