Filed October 18, 2004
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 | $74,973 |
THE PFE GROUP2+ years Service code 16 · EIN 71-1036677 | Consulting | $63,465 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $57,900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $166,646 | $80,360+107.4% | $90,160+84.8% | $77,958+113.8% |
| Participation rate | 94.2% | 81.9%+12.2pp | 76.9%+17.3pp | 71.6%+22.5pp |
| Annual return | 20.90% | 24.56%-3.7pp | 34.88%-14.0pp | 20.87%0pp |
| Employer contribution / active EE | $2,786 | $2,326+19.8% | $3,318-16.0% | $2,310+20.6% |
| Participant deferral / active EE | $8,038 | $5,829+37.9% | $5,288+52.0% | $3,537+127.3% |
| Admin fee / account holder | $101 | $64+58.4% | $5,943-98.3% | $97+3.8% |