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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $27,540 |
Service code 29 · EIN 34-0648199 | Legal | $21,075 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $20,000 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $17,300 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 27 · EIN 31-1582098 | Advisory (Plan) | $12,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $148,371 | $65,223+127.5% | $80,019+85.4% | $55,725+166.3% |
| Participation rate | 95.0% | 80.6%+14.4pp | 75.8%+19.2pp | 70.9%+24.1pp |
| Annual return | -4.53% | 7.59%-12.1pp | 11.22%-15.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $4,916 | $2,544+93.3% | $2,468+99.2% | $2,078+136.6% |
| Participant deferral / active EE | $6,563 | $3,881+69.1% | $3,686+78.1% | $3,356+95.6% |
| Admin fee / account holder | $196 | $114+71.9% | $6,521-97.0% | $115+70.4% |