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 | $39,637 |
DENALI WEALTH MANAGEMENT1 year Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $38,651 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,790 |
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 | $82,017 | $69,305+18.3% | $82,313-0.4% | $69,631+17.8% |
| Participation rate | 96.9% | 80.3%+16.7pp | 76.9%+20.0pp | 70.7%+26.3pp |
| Annual return | 21.30% | 21.47%-0.2pp | 25.88%-4.6pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $3,820 | $1,887+102.5% | $2,428+57.3% | $2,032+88.0% |
| Participant deferral / active EE | $4,477 | $3,568+25.5% | $3,706+20.8% | $3,224+38.9% |
| Admin fee / account holder | $190 | $97+95.3% | $5,608-96.6% | $110+71.9% |