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 | $34,858 |
AMERICAN REALTY ADVISORS2 years 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 | $50,142 | $54,573-8.1% | $90,951-44.9% | $73,488-31.8% |
| Participation rate | 63.8% | 61.2%+2.6pp | 69.0%-5.2pp | 70.7%-6.9pp |
| Annual return | 10.58% | 16.69%-6.1pp | 134.60%-124.0pp | 28.51%-17.9pp |
| Employer contribution / active EE | $259 | $991-73.9% | $2,122-87.8% | $2,270-88.6% |
| Participant deferral / active EE | $2,864 | $2,517+13.8% | $3,373-15.1% | $3,740-23.4% |
| Admin fee / account holder | $272 | $521-47.9% | $5,959-95.4% | $513-47.1% |