Filed October 25, 1996
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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $35,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $9,887 |
CW ASSOCIATES2 years Filed as: CW ASSOCIATES, CPAS Service code 10 · EIN 26-1659234 | Accounting | $8,541 |
CHOY & COMPANY, INC.1 year Filed as: CHOY & COMPNANY, INC. Service code 17 · EIN 99-0252022 | Pension Consulting | $5,550 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $113,561 | $55,453+104.8% | $170,442-33.4% | $62,292+82.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.98% | 21.38%-7.4pp | 205.93%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,313 | $2,164+6.9% | $5,433-57.4% | $2,042+13.3% |
| Participant deferral / active EE | $4,542 | $2,303+97.2% | $4,939-8.1% | $3,169+43.3% |
| Admin fee / account holder | $58 | $455-87.3% | $13,880-99.6% | $479-88.0% |