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 SERVICES2 years Service code 99 2 GANNETT DRIVE · WHITE PLAINS, NY 10604 | Other Fees | $37,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,898 |
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 | $83,205 | $69,305+20.1% | $82,313+1.1% | $69,631+19.5% |
| Participation rate | 78.8% | 80.3%-1.4pp | 76.9%+1.9pp | 70.7%+8.1pp |
| Annual return | 17.87% | 21.47%-3.6pp | 25.88%-8.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,814 | $1,887-3.8% | $2,428-25.3% | $2,032-10.7% |
| Participant deferral / active EE | $3,445 | $3,568-3.5% | $3,706-7.1% | $3,224+6.9% |
| Admin fee / account holder | $39 | $97-60.1% | $5,608-99.3% | $110-64.9% |