Filed October 10, 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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,872 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,263 |
Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $1 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,927 | $52,293-65.7% | $178,490-90.0% | $73,409-75.6% |
| Participation rate | 49.3% | 65.3%-16.1pp | 81.9%-32.7pp | 72.2%-22.9pp |
| Annual return | 16.88% | 34.75%-17.9pp | 151.07%-134.2pp | 59.29%-42.4pp |
| Employer contribution / active EE | $980 | $1,735-43.5% | $5,011-80.4% | $2,234-56.1% |
| Participant deferral / active EE | $1,972 | $2,332-15.4% | $5,202-62.1% | $3,805-48.2% |
| Admin fee / account holder | $154 | $127+20.8% | $13,984-98.9% | $158-2.6% |