Filed April 28, 2006
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: RAYMOND JAMES FIN SVCS ADV, INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $11,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,482 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,553 | $46,292+26.5% | $143,757-59.3% | $64,808-9.7% |
| Participation rate | 65.8% | 64.2%+1.6pp | 80.3%-14.5pp | 71.5%-5.6pp |
| Annual return | -15.46% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $423 | $1,910-77.8% | $4,951-91.4% | $2,506-83.1% |
| Participant deferral / active EE | $3,480 | $2,646+31.5% | $5,637-38.3% | $4,310-19.3% |
| Admin fee / account holder | $68 | $154-56.0% | $14,673-99.5% | $188-64.0% |