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 | $23,714 |
DENALI WEALTH MANAGEMENT6+ years Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $18,610 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,016 |
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 | $43,794 | $58,879-25.6% | $178,490-75.5% | $73,488-40.4% |
| Participation rate | 92.2% | 66.2%+26.0pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 19.91% | 24.86%-5.0pp | 151.07%-131.2pp | 28.51%-8.6pp |
| Employer contribution / active EE | $913 | $2,236-59.2% | $5,011-81.8% | $2,270-59.8% |
| Participant deferral / active EE | $4,521 | $2,567+76.1% | $5,202-13.1% | $3,740+20.9% |
| Admin fee / account holder | $174 | $400-56.4% | $13,984-98.8% | $513-66.0% |