Filed July 1, 2019 (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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $158,672 |
Service code 27 · EIN 41-1812533 | Advisory (Plan) | $53,521 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS5 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PAX WORLD5 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,984 | $104,317-17.6% | $159,436-46.1% | $86,799-0.9% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.8%+15.8pp | 72.3%+26.4pp |
| Annual return | 14.89% | 26.32%-11.4pp | 263.57%-248.7pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,574 | $3,451-54.4% | $4,829-67.4% | $2,405-34.6% |
| Participant deferral / active EE | $8,970 | $6,837+31.2% | $7,352+22.0% | $4,131+117.1% |
| Admin fee / account holder | $359 | $172+108.4% | $10,799-96.7% | $170+111.7% |