Filed October 28, 2004
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 INS. COMP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,327 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,744 |
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 13 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $15,894 |
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 | $21,431 | $37,117-42.3% | $147,614-85.5% | $55,191-61.2% |
| Participation rate | 67.4% | 63.6%+3.8pp | 84.6%-17.2pp | 69.2%-1.8pp |
| Annual return | 0.24% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $395 | $1,620-75.6% | $5,564-92.9% | $1,899-79.2% |
| Participant deferral / active EE | $1,332 | $1,985-32.9% | $4,895-72.8% | $3,046-56.3% |
| Admin fee / account holder | $110 | $86+29.0% | $11,611-99.0% | $91+21.6% |