Filed December 22, 2003
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 AND ANNUITY INS Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,432 |
Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $14,899 |
Filed as: CETERA INVESTMENT ADVISORS Service code 24 · EIN 84-0858799 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Discretionary Trustee | $8,341 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 · EIN 39-1915811 5525 GREEN BAY RD SUITE 200 · KENOSHA, WI 53144 | Contract Administrator | $1,680 |
Filed as: EMPOWER RETIREMENT Service code 28 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $450 |
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 | $46,457 | $79,523-41.6% | $140,016-66.8% | $56,287-17.5% |
| Participation rate | 99.1% | 85.7%+13.4pp | 87.5%+11.6pp | 69.9%+29.2pp |
| Annual return | 0.39% | 2.39%-2.0pp | 651.12%-650.7pp | -9.96%+10.3pp |
| Employer contribution / active EE | $2,089 | $3,350-37.6% | $5,606-62.7% | $2,111-1.0% |
| Participant deferral / active EE | $4,598 | $5,129-10.3% | $6,927-33.6% | $3,350+37.3% |
| Admin fee / account holder | $296 | $614-51.9% | $10,705-97.2% | $521-43.3% |