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 | $73,438 |
DUNBAR, BENDER & ZAPF, INC.7+ years Service code 13 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $25,144 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,939 | $56,485-55.8% | $185,823-86.6% | $86,799-71.3% |
| Participation rate | 92.2% | 65.5%+26.8pp | 81.7%+10.5pp | 72.3%+20.0pp |
| Annual return | 13.31% | 118.04%-104.7pp | 122.05%-108.7pp | 97.91%-84.6pp |
| Employer contribution / active EE | $665 | $1,843-63.9% | $5,167-87.1% | $2,405-72.3% |
| Participant deferral / active EE | $2,374 | $2,553-7.0% | $5,568-57.4% | $4,131-42.5% |
| Admin fee / account holder | $92 | $150-38.3% | $16,237-99.4% | $170-45.6% |