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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $28,412 |
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 | $58,368 | $65,223-10.5% | $80,019-27.1% | $55,725+4.7% |
| Participation rate | 91.9% | 80.6%+11.4pp | 75.8%+16.1pp | 70.9%+21.1pp |
| Annual return | -5.49% | 7.59%-13.1pp | 11.22%-16.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $3,234 | $2,544+27.1% | $2,468+31.0% | $2,078+55.6% |
| Participant deferral / active EE | $3,308 | $3,881-14.8% | $3,686-10.3% | $3,356-1.4% |
| Admin fee / account holder | $49 | $114-56.9% | $6,521-99.2% | $115-57.3% |