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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $152,956 |
MERCER1 year Filed as: MERCER (US) INC. Service code 24 99 HIGH STREET · BOSTON, MA 02110 | Discretionary Trustee | $47,095 |
KPMG LLP1 year Filed as: KPMG Service code 10 DEPT 0970 PO BOX 120970 · DALLAS, TX 75312 | Accounting | $7,000 |
SIKICH LLP1 year Service code 10 PO BOX 95093 · CHICAGO, IL 60694 | Accounting | $4,000 |
Service code 29 255 S ORANGE AVE STE 1300 · ORLANDO, FL 32801 | Legal | $1,824 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,829 | $56,095-43.3% | $178,490-82.2% | $90,288-64.7% |
| Participation rate | 94.4% | 65.6%+28.9pp | 81.9%+12.5pp | 73.4%+21.1pp |
| Annual return | 15.25% | 28.81%-13.6pp | 151.07%-135.8pp | 53.97%-38.7pp |
| Employer contribution / active EE | $2,116 | $1,572+34.6% | $5,011-57.8% | $2,524-16.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $17 | $101-82.8% | $13,984-99.9% | $114-84.8% |