Filed December 22, 1997
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 Service code 15 · EIN 84-0467907 | Recordkeeping | $90,522 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,451 | $78,275-59.8% | $109,143-71.2% | $86,799-63.8% |
| Participation rate | 88.9% | 73.8%+15.0pp | 75.9%+13.0pp | 72.3%+16.6pp |
| Annual return | 14.69% | 19.14%-4.5pp | 25.75%-11.1pp | 97.91%-83.2pp |
| Employer contribution / active EE | $838 | $3,105-73.0% | $3,722-77.5% | $2,405-65.1% |
| Participant deferral / active EE | $4,223 | $3,641+16.0% | $4,653-9.3% | $4,131+2.2% |
| Admin fee / account holder | $188 | $198-5.2% | $6,752-97.2% | $170+11.0% |