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 | $287,084 |
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $38,300 |
Service code 29 ONE LOGAN SQUARE · PHILADELPHIA, PA 19103 | Legal | $6,405 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $375 |
MERCER3+ years Service code 17 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Pension Consulting | $0 |
OPEN TEXT3+ years Filed as: OPEN BROKERAGE WINDOW Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,634 | $44,989+34.8% | $170,442-64.4% | $77,958-22.2% |
| Participation rate | 65.4% | 64.6%+0.8pp | 83.6%-18.2pp | 71.6%-6.3pp |
| Annual return | 15.75% | 19.61%-3.9pp | 205.93%-190.2pp | 20.87%-5.1pp |
| Employer contribution / active EE | $452 | $1,466-69.2% | $5,433-91.7% | $2,310-80.5% |
| Participant deferral / active EE | $3,065 | $2,208+38.8% | $4,939-37.9% | $3,537-13.3% |
| Admin fee / account holder | $87 | $69+25.7% | $13,880-99.4% | $97-11.0% |