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 | $247,528 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $38,300 |
MERCER2+ years Service code 17 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Pension Consulting | $0 |
OPEN TEXT2+ years Filed as: OPEN BROKERAGE WINDOW Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,521 | $37,213+35.8% | $156,549-67.7% | $63,975-21.0% |
| Participation rate | 67.1% | 65.0%+2.1pp | 84.0%-16.9pp | 71.1%-4.1pp |
| Annual return | 6.01% | 47.89%-41.9pp | 32.23%-26.2pp | 48.65%-42.6pp |
| Employer contribution / active EE | $397 | $1,357-70.8% | $5,501-92.8% | $2,182-81.8% |
| Participant deferral / active EE | $2,945 | $2,070+42.3% | $4,871-39.5% | $3,356-12.3% |
| Admin fee / account holder | $72 | $56+28.2% | $13,027-99.4% | $70+2.5% |