Filed January 19, 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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $22,591 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,750 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $6,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,478 | $47,648+134.0% | $130,648-14.7% | $67,579+65.0% |
| Participation rate | 60.1% | 60.4%-0.3pp | 71.7%-11.6pp | 71.3%-11.1pp |
| Annual return | 26.72% | 25.73%+1.0pp | 1708.96%-1682.2pp | 378.56%-351.8pp |
| Employer contribution / active EE | $1,570 | $1,408+11.5% | $4,092-61.6% | $2,148-26.9% |
| Participant deferral / active EE | $4,396 | $2,616+68.0% | $3,603+22.0% | $3,539+24.2% |
| Admin fee / account holder | $171 | $105+63.0% | $5,464-96.9% | $142+20.4% |