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.2+ years Filed as: KUSHNER & COMPANY Service code 13 2427 W CENTRE AVE · PORTAGE, MI 49024 | Contract Administrator | $2,600 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $419 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $89 |
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 | $34,447 | $75,183-54.2% | $123,892-72.2% | $55,167-37.6% |
| Participation rate | 96.5% | 72.8%+23.7pp | 81.4%+15.1pp | 69.0%+27.5pp |
| Annual return | 11.38% | 19.01%-7.6pp | 47.52%-36.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $2,404 | $2,823-14.9% | $4,617-47.9% | $1,963+22.5% |
| Participant deferral / active EE | $4,026 | $5,084-20.8% | $5,984-32.7% | $3,054+31.8% |
| Admin fee / account holder | -$54 | $663-108.2% | $8,357-100.6% | $504-110.8% |