Filed April 5, 2018 (most recent of 3 filings on file)
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: EMPOWER LIFE AND ANNUITY COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $348,060 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $249,708 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,260 | $67,679+8.2% | $155,509-52.9% | $99,062-26.0% |
| Participation rate | 95.7% | 67.2%+28.5pp | 78.2%+17.5pp | 71.6%+24.1pp |
| Annual return | 14.38% | 16.16%-1.8pp | 64.67%-50.3pp | 17.66%-3.3pp |
| Employer contribution / active EE | $3,552 | $2,268+56.6% | $4,672-24.0% | $3,262+8.9% |
| Participant deferral / active EE | $5,636 | $3,828+47.2% | $5,626+0.2% | $5,331+5.7% |
| Admin fee / account holder | $43 | $94-54.4% | $15,912-99.7% | $109-60.8% |