Filed September 24, 2013
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 |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: KB PENSION SERVICES, INC. Service code 13 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $7,341 |
Filed as: GREAT-WEST LIFE & ANNUITY INC CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,351 | $37,134+46.4% | $100,671-46.0% | $52,331+3.9% |
| Participation rate | 48.6% | 57.7%-9.1pp | 70.7%-22.1pp | 68.1%-19.5pp |
| Annual return | -0.83% | 0.10%-0.9pp | 20.43%-21.3pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,176 | $1,187-1.0% | $4,012-70.7% | $1,882-37.5% |
| Participant deferral / active EE | $2,395 | $2,163+10.7% | $3,144-23.8% | $3,022-20.7% |
| Admin fee / account holder | $19 | $467-96.0% | $4,850-99.6% | $592-96.9% |