Filed December 16, 2014
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 13 · EIN 42-0127290 | Contract Administrator | $72,646 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $59,808 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $43,753 |
Service code 13 · EIN 73-1554797 | Contract Administrator | $25,095 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,749 | $86,225-30.7% | $146,665-59.3% | $86,799-31.2% |
| Participation rate | 82.5% | 78.0%+4.5pp | 80.1%+2.4pp | 72.3%+10.2pp |
| Annual return | 16.01% | 31.23%-15.2pp | 22.74%-6.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $1,147 | $2,392-52.1% | $4,136-72.3% | $2,405-52.3% |
| Participant deferral / active EE | $3,042 | $4,245-28.3% | $5,506-44.8% | $4,131-26.4% |
| Admin fee / account holder | $244 | $195+24.9% | $10,280-97.6% | $170+43.8% |