Filed January 1, 2012
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 | $16,902 |
Filed as: DOWNEAST PENSION SERVICES Service code 13 PO BOX 1038 · CAMDEN, ME 048431039 | Contract Administrator | $825 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
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 | $61,373 | $59,186+3.7% | $76,768-20.1% | $56,287+9.0% |
| Participation rate | 88.1% | 75.2%+12.9pp | 77.0%+11.2pp | 69.9%+18.3pp |
| Annual return | -3.35% | 6.62%-10.0pp | 2.43%-5.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,689 | $1,759-4.0% | $2,485-32.0% | $2,111-20.0% |
| Participant deferral / active EE | $4,300 | $3,255+32.1% | $3,852+11.6% | $3,350+28.4% |
| Admin fee / account holder | $128 | $489-73.9% | $6,675-98.1% | $521-75.5% |