Filed June 24, 2005
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 AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $159,887 |
MCDERMOTT WILL & EMERY LLP2+ years Service code 29 227 WEST MONROE STREET · CHICAGO, IL 606065096 | Legal | $37,437 |
Filed as: PLAN SPONSOR ADVISORS, LLC Service code 27 227 W. MONROE ST STE 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $34,158 |
PAVILLION ADVISORY GROUP, INC.2+ years Filed as: PAVILLION ADVISORY GROUP, INC Service code 27 227 W MONROE STREET SUITE 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $33,476 |
KPMG LLP1 year Service code 29 200 E RANDOLPH DR STE 5500 · CHICAGO, IL 60601 | Legal | $17,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,482 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,748 | $37,213-20.1% | $156,549-81.0% | $63,975-53.5% |
| Participation rate | 87.1% | 65.0%+22.1pp | 84.0%+3.1pp | 71.1%+16.0pp |
| Annual return | 5.99% | 47.89%-41.9pp | 32.23%-26.2pp | 48.65%-42.7pp |
| Employer contribution / active EE | $1,830 | $1,357+34.9% | $5,501-66.7% | $2,182-16.1% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $8 | $56-86.4% | $13,027-99.9% | $70-89.2% |