Filed December 14, 2011
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 INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $2,600 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,931 | $72,770-19.0% | $67,652-12.9% | $55,191+6.8% |
| Participation rate | 47.2% | 78.8%-31.6pp | 75.7%-28.5pp | 69.2%-22.0pp |
| Annual return | -0.12% | -3.26%+3.1pp | 6625.04%-6625.2pp | 10.78%-10.9pp |
| Employer contribution / active EE | $452 | $1,769-74.5% | $2,266-80.1% | $1,899-76.2% |
| Participant deferral / active EE | $1,810 | $3,408-46.9% | $3,560-49.2% | $3,046-40.6% |
| Admin fee / account holder | $8 | $79-89.8% | $4,821-99.8% | $91-91.1% |