Filed January 27, 2009
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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,949 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $28,727 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Float revenue; Recordkeeping fees | $15,764 |
PPS PENSION & FINANCIAL SERVICES8+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 15 · EIN 16-1062503 | Recordkeeping | $7,030 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,171 | $46,292-4.6% | $143,757-69.3% | $64,808-31.8% |
| Participation rate | 99.8% | 64.2%+35.6pp | 80.3%+19.5pp | 71.5%+28.3pp |
| Annual return | -13.09% | -10.05%-3.0pp | -0.04%-13.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,412 | $1,910-26.1% | $4,951-71.5% | $2,506-43.7% |
| Participant deferral / active EE | $2,636 | $2,646-0.4% | $5,637-53.2% | $4,310-38.8% |
| Admin fee / account holder | $102 | $154-33.7% | $14,673-99.3% | $188-45.7% |