Filed April 18, 2016
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,475 |
DENALI WEALTH MANAGEMENT1+ years Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $30,163 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,113 |
HARBOUR INVESTMENTS INC1+ years Service code 27 575 DONOFRIO DR STE 300 · MADISON, WI 537192832 | Advisory (Plan) | $4,250 |
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 | $62,062 | $72,770-14.7% | $67,652-8.3% | $55,191+12.4% |
| Participation rate | 98.5% | 78.8%+19.7pp | 75.7%+22.8pp | 69.2%+29.3pp |
| Annual return | -0.68% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $3,551 | $1,769+100.7% | $2,266+56.7% | $1,899+87.0% |
| Participant deferral / active EE | $3,908 | $3,408+14.7% | $3,560+9.8% | $3,046+28.3% |
| Admin fee / account holder | $196 | $79+148.5% | $4,821-95.9% | $91+115.7% |