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: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,606 |
MBE WEALTH MANAGEMENT LLC2 years Service code 27 908 BROADWAY ST · BARABOO, WI 53913 | Advisory (Plan) | $17,716 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $17,716 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,766 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,553 | $62,928+53.4% | $172,739-44.1% | $67,579+42.9% |
| Participation rate | 84.8% | 64.5%+20.3pp | 82.6%+2.1pp | 71.3%+13.5pp |
| Annual return | 22.65% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,325 | $1,636+42.1% | $5,143-54.8% | $2,148+8.3% |
| Participant deferral / active EE | $4,161 | $2,145+94.0% | $5,198-19.9% | $3,539+17.6% |
| Admin fee / account holder | $180 | $167+8.1% | $13,954-98.7% | $142+26.6% |