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 | $112,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,433 | $81,321-63.8% | $68,509-57.0% | $59,188-50.3% |
| Participation rate | 83.8% | 83.8%0pp | 74.7%+9.1pp | 69.4%+14.4pp |
| Annual return | -0.27% | 4.65%-4.9pp | 8.27%-8.5pp | 5.51%-5.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $2,278-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,178 | $4,592-30.8% | $3,382-6.1% | $3,265-2.7% |
| Admin fee / account holder | $45 | $62-26.7% | $5,275-99.1% | $92-50.9% |