Filed January 17, 2006
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 | $473,862 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,611 |
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 | $56,861 | $48,166+18.1% | $96,562-41.1% | $93,030-38.9% |
| Participation rate | 94.5% | 65.1%+29.4pp | 69.8%+24.7pp | 73.9%+20.6pp |
| Annual return | 18.79% | 21.31%-2.5pp | 37.78%-19.0pp | 158.70%-139.9pp |
| Employer contribution / active EE | $898 | $1,070-16.0% | $2,356-61.9% | $2,706-66.8% |
| Participant deferral / active EE | $2,708 | $2,576+5.1% | $3,849-29.6% | $4,562-40.6% |
| Admin fee / account holder | $153 | $110+38.6% | $6,181-97.5% | $152+0.8% |