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 LLC3 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $40,667 |
PASI, LLC4+ years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $12,380 |
CAPOSSELA, COHEN, LLC4+ 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 | $4,910 |
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 | $68,662 | $66,310+3.5% | $93,606-26.6% | $65,185+5.3% |
| Participation rate | 93.4% | 74.0%+19.4pp | 75.8%+17.5pp | 70.2%+23.2pp |
| Annual return | 0.57% | 42.58%-42.0pp | 32.76%-32.2pp | 29.38%-28.8pp |
| Employer contribution / active EE | $1,006 | $2,012-50.0% | $2,718-63.0% | $2,177-53.8% |
| Participant deferral / active EE | $4,016 | $3,342+20.2% | $4,069-1.3% | $3,514+14.3% |
| Admin fee / account holder | $42 | $6,897-99.4% | $7,888-99.5% | $847-95.0% |