Filed April 18, 2016
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,114 |
DENALI WEALTH MANAGEMENT1+ years Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $14,195 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $708 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,140 | $46,360-32.8% | $147,614-78.9% | $52,331-40.5% |
| Participation rate | 91.3% | 64.9%+26.4pp | 84.6%+6.7pp | 68.1%+23.2pp |
| Annual return | 1.53% | 1.62%-0.1pp | 61.98%-60.4pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,097 | $2,126-48.4% | $5,564-80.3% | $1,882-41.7% |
| Participant deferral / active EE | $5,633 | $2,258+149.5% | $4,895+15.1% | $3,022+86.4% |
| Admin fee / account holder | $211 | $766-72.4% | $11,611-98.2% | $592-64.3% |