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 | $18,586 |
Filed as: DOWNEAST PENSION SERVICES Service code 13 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $1,800 |
LPL FINANCIAL3 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 | $64,274 | $65,376-1.7% | $87,100-26.2% | $65,185-1.4% |
| Participation rate | 89.7% | 75.3%+14.3pp | 76.9%+12.8pp | 70.2%+19.5pp |
| Annual return | 20.42% | 31.27%-10.9pp | 28.19%-7.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,518 | $1,822-16.7% | $2,521-39.8% | $2,177-30.3% |
| Participant deferral / active EE | $3,953 | $3,388+16.7% | $4,049-2.4% | $3,514+12.5% |
| Admin fee / account holder | $126 | $520-75.8% | $7,497-98.3% | $847-85.1% |