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 | $157,078 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $60,806 |
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 | $57,128 | $56,095+1.8% | $178,490-68.0% | $90,288-36.7% |
| Participation rate | 98.1% | 65.6%+32.6pp | 81.9%+16.2pp | 73.4%+24.8pp |
| Annual return | 16.35% | 28.81%-12.5pp | 151.07%-134.7pp | 53.97%-37.6pp |
| Employer contribution / active EE | $1,835 | $1,572+16.7% | $5,011-63.4% | $2,524-27.3% |
| Participant deferral / active EE | $4,256 | $2,669+59.5% | $5,202-18.2% | $4,232+0.6% |
| Admin fee / account holder | $34 | $101-66.4% | $13,984-99.8% | $114-70.3% |