Filed September 16, 2019
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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $8,612 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,492 | $63,745-61.6% | $98,442-75.1% | $79,386-69.1% |
| Participation rate | 36.7% | 69.9%-33.2pp | 73.3%-36.6pp | 70.7%-34.0pp |
| Annual return | 42.61% | 625.80%-583.2pp | 1492.73%-1450.1pp | 116.85%-74.2pp |
| Employer contribution / active EE | $958 | $2,557-62.5% | $2,960-67.6% | $2,427-60.5% |
| Participant deferral / active EE | $2,113 | $3,303-36.0% | $4,276-50.6% | $4,046-47.8% |
| Admin fee / account holder | $4 | $516-99.2% | $5,949-99.9% | $626-99.3% |