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 | $19,901 |
Filed as: DOWNEAST PENSION SERVICES Service code 13 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $1,575 |
LPL FINANCIAL4 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 | $57,739 | $73,638-21.6% | $95,952-39.8% | $73,488-21.4% |
| Participation rate | 90.4% | 76.2%+14.2pp | 77.1%+13.3pp | 70.7%+19.7pp |
| Annual return | 12.33% | 16.78%-4.5pp | 91.61%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,672 | $1,863-10.2% | $2,541-34.2% | $2,270-26.3% |
| Participant deferral / active EE | $4,016 | $3,617+11.0% | $4,167-3.6% | $3,740+7.4% |
| Admin fee / account holder | $111 | $482-77.0% | $6,795-98.4% | $513-78.4% |