Filed February 23, 2016
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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,568 |
INDEPENDENT FINANCIAL GROUP LLC5+ years Service code 27 4340 REDWOOD HWY STE A-23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,306 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,454 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,733 | $41,617-86.2% | $84,611-93.2% | $77,787-92.6% |
| Participation rate | 77.0% | 45.0%+32.0pp | 68.2%+8.8pp | 73.2%+3.8pp |
| Annual return | 18.89% | 24.97%-6.1pp | 258.74%-239.9pp | 32.57%-13.7pp |
| Employer contribution / active EE | $128 | $1,061-88.0% | $2,652-95.2% | $2,504-94.9% |
| Participant deferral / active EE | $500 | $2,129-76.5% | $3,899-87.2% | $3,967-87.4% |
| Admin fee / account holder | $105 | $121-13.0% | $4,912-97.9% | $100+5.1% |