Filed February 23, 2016 (most recent of 2 filings on file)
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 INC CO Service code 15 · EIN 84-0467907 | Recordkeeping | $18,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,583 | $74,024-23.6% | $77,999-27.5% | $57,658-1.9% |
| Participation rate | 88.1% | 79.7%+8.4pp | 75.5%+12.6pp | 70.2%+17.9pp |
| Annual return | 9.01% | 12.14%-3.1pp | 425.96%-417.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $3,095 | $2,365+30.9% | $2,470+25.3% | $1,974+56.8% |
| Participant deferral / active EE | $3,116 | $3,533-11.8% | $3,497-10.9% | $3,061+1.8% |
| Admin fee / account holder | $35 | $93-62.5% | $5,480-99.4% | $95-63.0% |