Filed March 31, 2006
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 & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,361 |
WHALEN CAPITAL2 years Filed as: WHALEN CAPITAL INC Service code 27 5225 PINE STREET · SCHOFIELD, WI 54476 | Advisory (Plan) | $29,015 |
Service code 13 · EIN 74-3189371 5225 PINE STREET · SCHOFIELD, WI 54476 | Contract Administrator | $1,980 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,104 |
Employer contribution per participant 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 | $39,094 | $93,131-58.0% | $106,548-63.3% | $86,799-55.0% |
| Participation rate | 84.1% | 81.4%+2.6pp | 76.1%+7.9pp | 72.3%+11.8pp |
| Annual return | 27.04% | 19.45%+7.6pp | 26.80%+0.2pp | 97.91%-70.9pp |
| Employer contribution / active EE | $702 | $2,895-75.8% | $2,819-75.1% | $2,405-70.8% |
| Participant deferral / active EE | $2,386 | $4,708-49.3% | $4,398-45.7% | $4,131-42.2% |
| Admin fee / account holder | $142 | $145-2.4% | $7,407-98.1% | $170-16.5% |