Filed February 24, 1998
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 |
|---|---|---|
HIGHTOWER ADVISORS LLC6 years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $13,680 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $3,601 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,781 | $72,607-23.2% | $90,749-38.5% | $66,914-16.6% |
| Participation rate | 78.6% | 73.7%+4.9pp | 75.7%+2.9pp | 69.8%+8.8pp |
| Annual return | -15.46% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,228 | $2,369-48.2% | $2,921-58.0% | $2,544-51.7% |
| Participant deferral / active EE | $3,792 | $3,977-4.7% | $4,564-16.9% | $4,237-10.5% |
| Admin fee / account holder | $19 | $707-97.3% | $8,445-99.8% | $593-96.7% |