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 | $58,023 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $30,862 |
TRINITY PENSION CONSULTANTS6+ years Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $3,240 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $259 |
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 | $92,795 | $73,638+26.0% | $95,952-3.3% | $73,488+26.3% |
| Participation rate | 98.7% | 76.2%+22.5pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 19.86% | 16.78%+3.1pp | 91.61%-71.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,606 | $1,863-13.8% | $2,541-36.8% | $2,270-29.2% |
| Participant deferral / active EE | $3,460 | $3,617-4.4% | $4,167-17.0% | $3,740-7.5% |
| Admin fee / account holder | $357 | $482-26.0% | $6,795-94.7% | $513-30.4% |