Filed August 5, 2006
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 INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $61,808 |
FIDUCIARYFIRST LLC5 years Filed as: FIDUCIARYFIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $30,410 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,968 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,621 | $47,898-61.1% | $117,472-84.1% | $64,808-71.3% |
| Participation rate | 81.4% | 61.9%+19.5pp | 70.6%+10.8pp | 71.5%+9.9pp |
| Annual return | -17.14% | -15.54%-1.6pp | 29.74%-46.9pp | 32.82%-50.0pp |
| Employer contribution / active EE | $852 | $1,774-51.9% | $4,176-79.6% | $2,506-66.0% |
| Participant deferral / active EE | $2,101 | $3,151-33.3% | $4,070-48.4% | $4,310-51.3% |
| Admin fee / account holder | $181 | $132+37.6% | $5,645-96.8% | $188-3.4% |