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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $275,636 |
Service code 16 307 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,100 |
Filed as: GREAT-WEST LIFE & ANNUITY 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 | $116,428 | $106,649+9.2% | $80,019+45.5% | $68,904+69.0% |
| Participation rate | 98.4% | 88.1%+10.2pp | 75.8%+22.6pp | 74.1%+24.3pp |
| Annual return | -5.46% | -0.87%-4.6pp | 11.22%-16.7pp | 1.07%-6.5pp |
| Employer contribution / active EE | $4,274 | $4,132+3.5% | $2,468+73.2% | $2,540+68.3% |
| Participant deferral / active EE | $6,443 | $6,395+0.8% | $3,686+74.8% | $4,015+60.5% |
| Admin fee / account holder | $39 | $58-32.6% | $6,521-99.4% | $71-45.1% |