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 | $55,866 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $27,820 |
TRINITY PENSION CONSULTANTS5+ years Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $3,870 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,789 | $65,376+23.6% | $87,100-7.2% | $65,185+23.9% |
| Participation rate | 99.3% | 75.3%+24.0pp | 76.9%+22.5pp | 70.2%+29.1pp |
| Annual return | 21.70% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,478 | $1,822-18.9% | $2,521-41.4% | $2,177-32.1% |
| Participant deferral / active EE | $3,765 | $3,388+11.1% | $4,049-7.0% | $3,514+7.2% |
| Admin fee / account holder | $341 | $520-34.4% | $7,497-95.5% | $847-59.8% |