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 | $34,391 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS LTD Service code 13 9265 COUNSELORS ROW STE 105 · INDIANAPOLIS, IN 46240 | Contract Administrator | $0 |
Service code 22 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,496 | $49,138-1.3% | $84,015-42.3% | $65,185-25.6% |
| Participation rate | 62.1% | 60.7%+1.4pp | 69.0%-6.9pp | 70.2%-8.1pp |
| Annual return | 17.38% | 23.00%-5.6pp | 71.31%-53.9pp | 29.38%-12.0pp |
| Employer contribution / active EE | $240 | $914-73.7% | $1,983-87.9% | $2,177-89.0% |
| Participant deferral / active EE | $2,713 | $2,397+13.2% | $3,239-16.2% | $3,514-22.8% |
| Admin fee / account holder | $263 | $543-51.5% | $6,101-95.7% | $847-68.9% |