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 | $22,988 |
Filed as: DOWNEAST PENSION SERVICES Service code 13 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $1,342 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | 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 | $56,245 | $84,936-33.8% | $111,297-49.5% | $79,386-29.2% |
| Participation rate | 88.8% | 75.9%+13.0pp | 77.3%+11.5pp | 70.7%+18.1pp |
| Annual return | 18.56% | 17.45%+1.1pp | 54.65%-36.1pp | 116.85%-98.3pp |
| Employer contribution / active EE | $1,704 | $1,979-13.9% | $2,731-37.6% | $2,427-29.8% |
| Participant deferral / active EE | $3,915 | $3,888+0.7% | $4,487-12.8% | $4,046-3.2% |
| Admin fee / account holder | $114 | $537-78.8% | $7,964-98.6% | $626-81.8% |