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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $43,448 |
DUNBAR, BENDER & ZAPF, INC.3+ years Service code 13 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $20,503 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,069 |
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 | $17,273 | $46,173-62.6% | $170,442-89.9% | $69,631-75.2% |
| Participation rate | 89.7% | 63.9%+25.8pp | 83.6%+6.1pp | 70.7%+19.0pp |
| Annual return | 16.69% | 21.62%-4.9pp | 205.93%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $508 | $1,610-68.5% | $5,433-90.7% | $2,032-75.0% |
| Participant deferral / active EE | $1,641 | $2,080-21.1% | $4,939-66.8% | $3,224-49.1% |
| Admin fee / account holder | $73 | $116-37.2% | $13,880-99.5% | $110-34.0% |