Filed November 9, 2005 (most recent of 4 filings on file)
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 |
|---|---|---|
GBS RETIREMENT SERVICES1 year Service code 99 2 GANNETT DRIVE · WHITE PLAINS, NY 10604 | Other Fees | $18,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,736 |
CONSULTING ACTUARIAL GROUP, INC.2+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $5,000 |
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 | $69,351 | $63,905+8.5% | $74,183-6.5% | $57,658+20.3% |
| Participation rate | 79.5% | 79.8%-0.3pp | 76.6%+2.8pp | 70.2%+9.2pp |
| Annual return | 8.60% | 60.60%-52.0pp | 17.74%-9.1pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,848 | $1,840+0.4% | $2,370-22.0% | $1,974-6.4% |
| Participant deferral / active EE | $3,473 | $3,448+0.7% | $3,550-2.2% | $3,061+13.5% |
| Admin fee / account holder | $28 | $91-69.5% | $5,586-99.5% | $95-70.7% |