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 | $91,208 |
INDEPENDENT FINANCIAL GROUP LLC6+ years Service code 27 4340 REDWOOD HWY STE A-23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,835 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $4,119 |
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 | $6,485 | $39,948-83.8% | $89,391-92.7% | $73,409-91.2% |
| Participation rate | 92.5% | 50.4%+42.1pp | 68.0%+24.5pp | 72.2%+20.3pp |
| Annual return | 12.53% | 50.12%-37.6pp | 245.62%-233.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $148 | $1,200-87.7% | $2,586-94.3% | $2,234-93.4% |
| Participant deferral / active EE | $585 | $2,193-73.3% | $3,890-85.0% | $3,805-84.6% |
| Admin fee / account holder | $139 | $134+3.3% | $4,881-97.2% | $158-12.2% |