Filed July 9, 2015 (most recent of 3 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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $217,635 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11221 ROE AVE · LEAWOOD, KS 66211 | Advisory (Plan) | $71,438 |
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 | $47,640 | $37,213+28.0% | $156,549-69.6% | $63,975-25.5% |
| Participation rate | 96.8% | 65.0%+31.8pp | 84.0%+12.8pp | 71.1%+25.7pp |
| Annual return | 7.41% | 47.89%-40.5pp | 32.23%-24.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $1,981 | $1,357+46.0% | $5,501-64.0% | $2,182-9.2% |
| Participant deferral / active EE | $3,055 | $2,070+47.6% | $4,871-37.3% | $3,356-9.0% |
| Admin fee / account holder | $60 | $56+7.4% | $13,027-99.5% | $70-14.1% |