Filed March 2, 2012
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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $40,779 |
PASI, LLC3+ years Service code 13 · EIN 26-1407927 231 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Contract Administrator | $11,615 |
CAPOSSELA, COHEN, LLC3+ years Service code 10 · EIN 23-2384840 368 CENTER STREET · SOUTHPORT, CT 06890 | Accounting | $10,500 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,190 |
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 | $83,464 | $58,083+43.7% | $80,019+4.3% | $56,287+48.3% |
| Participation rate | 91.1% | 73.6%+17.4pp | 75.8%+15.2pp | 69.9%+21.2pp |
| Annual return | 13.03% | 34.61%-21.6pp | 11.22%+1.8pp | -9.96%+23.0pp |
| Employer contribution / active EE | $1,030 | $1,932-46.7% | $2,468-58.3% | $2,111-51.2% |
| Participant deferral / active EE | $3,871 | $3,135+23.5% | $3,686+5.0% | $3,350+15.6% |
| Admin fee / account holder | $16 | $623-97.4% | $6,521-99.7% | $521-96.9% |