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 | $650 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 15 | Recordkeeping | $0 |
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 | $49,903 | $54,320-8.1% | $67,652-26.2% | $52,331-4.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.44% | 6.81%-7.2pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,074 | $1,544-30.4% | $2,266-52.6% | $1,882-42.9% |
| Participant deferral / active EE | $4,182 | $2,950+41.7% | $3,560+17.5% | $3,022+38.4% |
| Admin fee / account holder | $5 | $527-99.0% | $4,821-99.9% | $592-99.1% |