Filed February 25, 2014 (most recent of 2 filings on file)
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,855 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $52,990 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $10,000 |
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 | $48,339 | $69,159-30.1% | $125,175-61.4% | $67,579-28.5% |
| Participation rate | 98.1% | 78.2%+19.9pp | 79.8%+18.3pp | 71.3%+26.8pp |
| Annual return | 22.74% | 27.12%-4.4pp | 43.79%-21.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,283 | $2,023+12.8% | $3,865-40.9% | $2,148+6.3% |
| Participant deferral / active EE | $3,011 | $3,700-18.6% | $4,937-39.0% | $3,539-14.9% |
| Admin fee / account holder | $142 | $142+0.4% | $9,702-98.5% | $1420% |