Filed April 14, 2004
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: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,096 |
Service code 27 908 BROADWAY ST · BARABOO, WI 53913 | Advisory (Plan) | $11,621 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $11,621 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,089 |
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 | $83,365 | $37,196+124.1% | $154,107-45.9% | $55,725+49.6% |
| Participation rate | 85.4% | 64.1%+21.3pp | 83.0%+2.4pp | 70.9%+14.6pp |
| Annual return | -5.29% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $2,132 | $1,614+32.1% | $5,298-59.8% | $2,078+2.6% |
| Participant deferral / active EE | $3,805 | $2,068+84.0% | $5,081-25.1% | $3,356+13.4% |
| Admin fee / account holder | $78 | $102-23.6% | $13,411-99.4% | $115-32.6% |