Filed February 26, 2019 (most recent of 4 filings on file)
Total covered: 40 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $139,219 |
COMMERCE BANK2+ years Filed as: COMMERCE TRUST COMPANY Service code 49 · EIN 43-1795601 | Other Services | $27,342 |
See 1 actuary disclosure with Solo.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 7.66% | 9.41%-1.7pp | 5.00%+2.7pp | 9.19%-1.5pp |
| Employer contribution / active EE | $6,365 | $8,353-23.8% | $35,918-82.3% | $12,608-49.5% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |