Filed November 9, 2005 (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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $284,233 |
Service code 16 307 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,500 |
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 | $125,653 | $2,226,388-94.4% | $91,001+38.1% | $177,276-29.1% |
| Participation rate | 98.5% | 85.1%+13.3pp | 75.6%+22.9pp | 74.8%+23.6pp |
| Annual return | 15.08% | 20.16%-5.1pp | 4.60%+10.5pp | 21.25%-6.2pp |
| Employer contribution / active EE | $4,824 | $4,139+16.5% | $2,456+96.4% | $2,479+94.6% |
| Participant deferral / active EE | $6,731 | $6,423+4.8% | $3,547+89.7% | $3,881+73.4% |
| Admin fee / account holder | $41 | $1,921-97.9% | $5,417-99.3% | $154-73.7% |