Filed March 20, 2011
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 |
|---|---|---|
KUSHNER & COMPANY, INC.1+ years Filed as: KUSHNER & COMPANY Service code 13 2427 W CENTRE AVE · PORTAGE, MI 49024 | Contract Administrator | $2,750 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $63 |
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 | $29,354 | $70,002-58.1% | $115,037-74.5% | $52,331-43.9% |
| Participation rate | 94.8% | 72.1%+22.7pp | 81.4%+13.5pp | 68.1%+26.7pp |
| Annual return | -3.51% | 4.04%-7.5pp | 26.14%-29.6pp | 4.54%-8.0pp |
| Employer contribution / active EE | $2,047 | $2,715-24.6% | $4,608-55.6% | $1,882+8.8% |
| Participant deferral / active EE | $3,147 | $4,920-36.0% | $6,026-47.8% | $3,022+4.1% |
| Admin fee / account holder | -$36 | $566-106.4% | $8,175-100.4% | $592-106.1% |