Filed March 24, 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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,621 |
MONROE SHINE & CO., INC1+ years Filed as: MONROE SHINE & CO. INC Service code 10 222 E MARKET ST · NEW ALBANY, IN 47150 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,521 | $42,546+11.7% | $71,796-33.8% | $55,167-13.9% |
| Participation rate | 60.7% | 59.1%+1.6pp | 69.1%-8.4pp | 69.0%-8.2pp |
| Annual return | 7.15% | 12.36%-5.2pp | 78.04%-70.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $54 | $803-93.3% | $1,924-97.2% | $1,963-97.3% |
| Participant deferral / active EE | $2,170 | $2,064+5.1% | $2,794-22.3% | $3,054-28.9% |
| Admin fee / account holder | $371 | $650-42.9% | $4,815-92.3% | $504-26.4% |