Filed June 8, 2009 (most recent of 3 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 | $94,415 |
CAROL ZMUDA PA1 year Service code 10 · EIN 59-3200453 | Accounting | $27,500 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $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 | $18,922 | $26,479-28.5% | $74,701-74.7% | $77,787-75.7% |
| Participation rate | 94.5% | 37.6%+56.8pp | 54.5%+40.0pp | 73.2%+21.2pp |
| Annual return | 20.68% | 38.31%-17.6pp | 752.92%-732.2pp | 32.57%-11.9pp |
| Employer contribution / active EE | $360 | $440-18.1% | $1,084-66.8% | $2,504-85.6% |
| Participant deferral / active EE | $1,946 | $1,074+81.1% | $1,964-0.9% | $3,967-51.0% |
| Admin fee / account holder | $28 | $119-76.3% | $3,333-99.2% | $100-71.8% |