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 | $36,824 |
DENALI WEALTH MANAGEMENT3+ years Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $16,466 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,410 |
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 | $45,280 | $55,453-18.3% | $170,442-73.4% | $62,292-27.3% |
| Participation rate | 89.1% | 66.4%+22.8pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 20.23% | 21.38%-1.1pp | 205.93%-185.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $871 | $2,164-59.8% | $5,433-84.0% | $2,042-57.4% |
| Participant deferral / active EE | $4,995 | $2,303+116.9% | $4,939+1.1% | $3,169+57.6% |
| Admin fee / account holder | $279 | $455-38.7% | $13,880-98.0% | $479-41.8% |