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 | $311,834 |
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 27 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $38,300 |
DRINKER BIDDLE & REATH LLP2 years Service code 29 ONE LOGAN SQUARE · PHILADELPHIA, PA 19103 | Legal | $6,926 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $850 |
MERCER4+ years Service code 17 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Pension Consulting | $0 |
OPEN TEXT4+ 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 | $54,404 | $45,382+19.9% | $154,107-64.7% | $75,289-27.7% |
| Participation rate | 63.3% | 65.9%-2.6pp | 83.0%-19.7pp | 72.4%-9.1pp |
| Annual return | -2.76% | -0.47%-2.3pp | 735.12%-737.9pp | -0.04%-2.7pp |
| Employer contribution / active EE | $460 | $1,533-70.0% | $5,298-91.3% | $2,405-80.9% |
| Participant deferral / active EE | $3,189 | $2,384+33.8% | $5,081-37.2% | $3,739-14.7% |
| Admin fee / account holder | $87 | $89-2.5% | $13,411-99.4% | $102-14.9% |