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 | $328,814 |
SEI INVESTMENTS1 year Service code 27 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $38,300 |
DRINKER BIDDLE & REATH LLP3 years Service code 29 ONE LOGAN SQUARE · PHILADELPHIA, PA 19103 | Legal | $2,862 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $550 |
MERCER5+ years Service code 17 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Pension Consulting | $0 |
OPEN TEXT5+ 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 | $64,097 | $47,456+35.1% | $172,739-62.9% | $77,787-17.6% |
| Participation rate | 63.1% | 66.3%-3.2pp | 82.6%-19.6pp | 73.2%-10.1pp |
| Annual return | 20.63% | 35.57%-14.9pp | 802.84%-782.2pp | 32.57%-11.9pp |
| Employer contribution / active EE | $505 | $1,574-67.9% | $5,143-90.2% | $2,504-79.8% |
| Participant deferral / active EE | $3,515 | $2,560+37.3% | $5,198-32.4% | $3,967-11.4% |
| Admin fee / account holder | $87 | $81+7.7% | $13,954-99.4% | $100-12.9% |