Filed March 8, 1994
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 COMPANY LLC Service code 24 · EIN 84-0467907 | Discretionary Trustee | $90,510 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $84,428 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $50,684 |
Filed as: FIDUCIARY VEST LLC Service code 27 115 PERIMETER CENTER PL. · ATLANTA, GA 30346 | Advisory (Plan) | $22,457 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,103 | $134,045-58.9% | $80,019-31.1% | $75,289-26.8% |
| Participation rate | 84.5% | 85.8%-1.3pp | 75.8%+8.6pp | 72.4%+12.0pp |
| Annual return | -6.70% | -0.56%-6.1pp | 11.22%-17.9pp | -0.04%-6.7pp |
| Employer contribution / active EE | $1,824 | $3,492-47.8% | $2,468-26.1% | $2,405-24.2% |
| Participant deferral / active EE | $3,066 | $4,976-38.4% | $3,686-16.8% | $3,739-18.0% |
| Admin fee / account holder | $86 | $124-30.3% | $6,521-98.7% | $102-15.6% |