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 LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,342 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,594 | $51,197-57.8% | $82,719-73.9% | $66,914-67.7% |
| Participation rate | 51.9% | 67.8%-15.9pp | 72.6%-20.7pp | 69.8%-17.9pp |
| Annual return | -11.20% | -9.64%-1.6pp | 701.18%-712.4pp | 1.58%-12.8pp |
| Employer contribution / active EE | $715 | $2,611-72.6% | $3,009-76.2% | $2,544-71.9% |
| Participant deferral / active EE | $3,871 | $3,458+11.9% | $4,395-11.9% | $4,237-8.6% |
| Admin fee / account holder | $26 | $416-93.7% | $5,329-99.5% | $593-95.6% |