Filed September 16, 2013
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,860 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $9,642 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,865 | $84,936-8.3% | $111,297-30.0% | $79,386-1.9% |
| Participation rate | 97.2% | 75.9%+21.4pp | 77.3%+19.9pp | 70.7%+26.5pp |
| Annual return | 12.97% | 17.45%-4.5pp | 54.65%-41.7pp | 116.85%-103.9pp |
| Employer contribution / active EE | $8,774 | $1,979+343.3% | $2,731+221.3% | $2,427+261.4% |
| Participant deferral / active EE | $4,366 | $3,888+12.3% | $4,487-2.7% | $4,046+7.9% |
| Admin fee / account holder | $201 | $537-62.5% | $7,964-97.5% | $626-67.9% |