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 | $370,579 |
SEI INVESTMENTS2 years Service code 27 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $38,300 |
BAKER TILLY US, LLP1 year Service code 10 99 WOOD AVENUE SOUTH · ISELIN, NJ 08830 | Accounting | $18,792 |
DRINKER BIDDLE & REATH LLP4 years Service code 29 ONE LOGAN SQUARE · PHILADELPHIA, PA 19103 | Legal | $4,193 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,325 |
MERCER6+ years Service code 17 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Pension Consulting | $0 |
OPEN TEXT6+ 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 | $73,574 | $56,095+31.2% | $178,490-58.8% | $90,288-18.5% |
| Participation rate | 62.1% | 65.6%-3.5pp | 81.9%-19.8pp | 73.4%-11.2pp |
| Annual return | 20.07% | 28.81%-8.7pp | 151.07%-131.0pp | 53.97%-33.9pp |
| Employer contribution / active EE | $524 | $1,572-66.7% | $5,011-89.5% | $2,524-79.3% |
| Participant deferral / active EE | $3,758 | $2,669+40.8% | $5,202-27.8% | $4,232-11.2% |
| Admin fee / account holder | $97 | $101-3.9% | $13,984-99.3% | $114-15.2% |