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 | $22,491 |
DENALI WEALTH MANAGEMENT4+ years Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $17,369 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,394 |
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 | $41,170 | $47,977-14.2% | $154,107-73.3% | $56,287-26.9% |
| Participation rate | 94.5% | 66.2%+28.3pp | 83.0%+11.4pp | 69.9%+24.6pp |
| Annual return | -6.25% | 3.54%-9.8pp | 735.12%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $947 | $2,169-56.3% | $5,298-82.1% | $2,111-55.1% |
| Participant deferral / active EE | $5,253 | $2,392+119.6% | $5,081+3.4% | $3,350+56.8% |
| Admin fee / account holder | $209 | $438-52.3% | $13,411-98.4% | $521-59.8% |