Filed December 19, 2011
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 8-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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,579 |
Service code 55 5707 SW PARKWAY, BLDG 2, STE 400 · AUSTIN, TX 78735 | Other Commissions | $15,856 |
Filed as: DELAWARE VALLEY RETIREMENT INC. Service code 13 21 CHESTER PIKEQ · WEST CHESTER, PA 19078 | Contract Administrator | $10,239 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
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 | $15,146 | $46,173-67.2% | $170,442-91.1% | $69,631-78.2% |
| Participation rate | 77.4% | 63.9%+13.5pp | 83.6%-6.2pp | 70.7%+6.7pp |
| Annual return | 12.63% | 21.62%-9.0pp | 205.93%-193.3pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $1,682 | $1,610+4.5% | $5,433-69.0% | $2,032-17.2% |
| Participant deferral / active EE | $696 | $2,080-66.6% | $4,939-85.9% | $3,224-78.4% |
| Admin fee / account holder | $52 | $116-55.5% | $13,880-99.6% | $110-53.3% |