Filed March 31, 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 INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $1,850 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,934 | $121,341-6.9% | $189,513-40.4% | $79,386+42.3% |
| Participation rate | 95.8% | 86.1%+9.7pp | 87.8%+8.0pp | 70.7%+25.1pp |
| Annual return | 14.94% | 21.08%-6.1pp | 555.15%-540.2pp | 116.85%-101.9pp |
| Employer contribution / active EE | $3,177 | $3,915-18.8% | $6,162-48.4% | $2,427+30.9% |
| Participant deferral / active EE | $7,386 | $6,395+15.5% | $8,221-10.2% | $4,046+82.6% |
| Admin fee / account holder | $110 | $651-83.2% | $12,045-99.1% | $626-82.5% |