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 | $70,872 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11221 ROE AVE · LEAWOOD, KS 66211 | Advisory (Plan) | $48,560 |
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 | $53,983 | $47,456+13.8% | $172,739-68.7% | $77,787-30.6% |
| Participation rate | 98.9% | 66.3%+32.7pp | 82.6%+16.3pp | 73.2%+25.7pp |
| Annual return | 22.03% | 35.57%-13.5pp | 802.84%-780.8pp | 32.57%-10.5pp |
| Employer contribution / active EE | $1,662 | $1,574+5.6% | $5,143-67.7% | $2,504-33.6% |
| Participant deferral / active EE | $3,978 | $2,560+55.4% | $5,198-23.5% | $3,967+0.3% |
| Admin fee / account holder | $20 | $81-75.3% | $13,954-99.9% | $100-80.1% |