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 | $256,062 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $64,210 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,523 | $67,512-7.4% | $185,823-66.4% | $93,030-32.8% |
| Participation rate | 97.0% | 67.1%+29.9pp | 81.7%+15.3pp | 73.9%+23.1pp |
| Annual return | 12.38% | 21.04%-8.7pp | 122.05%-109.7pp | 158.70%-146.3pp |
| Employer contribution / active EE | $1,706 | $1,783-4.3% | $5,167-67.0% | $2,706-37.0% |
| Participant deferral / active EE | $4,585 | $3,035+51.0% | $5,568-17.7% | $4,562+0.5% |
| Admin fee / account holder | $49 | $318-84.6% | $16,237-99.7% | $152-67.8% |