Filed December 27, 2011 (most recent of 2 filings on file)
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 Service code 64 8525 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $133,333 |
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $39,535 |
MERCER1+ years Service code 17 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Pension Consulting | $0 |
OPEN TEXT1+ years Filed as: OPEN BROKERAGE WINDOW Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $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 | $47,856 | $37,039+29.2% | $147,614-67.6% | $59,188-19.1% |
| Participation rate | 70.1% | 63.8%+6.4pp | 84.6%-14.5pp | 69.4%+0.7pp |
| Annual return | 1.85% | 7.19%-5.3pp | 61.98%-60.1pp | 5.51%-3.7pp |
| Employer contribution / active EE | $425 | $1,353-68.6% | $5,564-92.4% | $2,098-79.8% |
| Participant deferral / active EE | $2,914 | $2,094+39.2% | $4,895-40.5% | $3,265-10.7% |
| Admin fee / account holder | $95 | $60+58.3% | $11,611-99.2% | $92+3.4% |