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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $20,789 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 15 | Recordkeeping | $0 |
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 | $62,675 | $75,284-16.7% | $91,001-31.1% | $69,631-10.0% |
| Participation rate | 91.2% | 80.4%+10.8pp | 75.6%+15.6pp | 70.7%+20.5pp |
| Annual return | 15.76% | 48.40%-32.6pp | 4.60%+11.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $3,104 | $2,473+25.5% | $2,456+26.4% | $2,032+52.7% |
| Participant deferral / active EE | $3,154 | $3,700-14.7% | $3,547-11.1% | $3,224-2.2% |
| Admin fee / account holder | $43 | $111-61.5% | $5,417-99.2% | $110-61.5% |