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 | $192,052 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $109,622 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,890 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,398 | $39,973+23.6% | $79,550-37.9% | $77,904-36.6% |
| Participation rate | 98.9% | 64.6%+34.3pp | 69.5%+29.5pp | 73.7%+25.3pp |
| Annual return | -15.55% | 3.42%-19.0pp | 0.16%-15.7pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,121 | $1,088+3.1% | $2,413-53.5% | $2,848-60.6% |
| Participant deferral / active EE | $3,386 | $2,774+22.1% | $3,985-15.0% | $4,806-29.5% |
| Admin fee / account holder | $100 | $113-11.2% | $6,832-98.5% | $133-24.4% |