Filed October 18, 2004
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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,571 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $26,107 |
TRINITY PENSION CONSULTANTS4+ years Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $4,230 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,178 | $59,186+1.7% | $76,768-21.6% | $56,287+6.9% |
| Participation rate | 98.7% | 75.2%+23.5pp | 77.0%+21.8pp | 69.9%+28.9pp |
| Annual return | -7.05% | 6.62%-13.7pp | 2.43%-9.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,549 | $1,759-11.9% | $2,485-37.7% | $2,111-26.6% |
| Participant deferral / active EE | $3,169 | $3,255-2.6% | $3,852-17.7% | $3,350-5.4% |
| Admin fee / account holder | $2 | $489-99.6% | $6,675-100.0% | $521-99.6% |