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 | $32,563 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,299 |
MBE WEALTH MANAGEMENT LLC3 years Service code 27 908 BROADWAY ST · BARABOO, WI 53913 | Advisory (Plan) | $19,301 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,301 |
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 | $114,060 | $52,293+118.1% | $178,490-36.1% | $73,409+55.4% |
| Participation rate | 86.6% | 65.3%+21.2pp | 81.9%+4.6pp | 72.2%+14.4pp |
| Annual return | 19.59% | 34.75%-15.2pp | 151.07%-131.5pp | 59.29%-39.7pp |
| Employer contribution / active EE | $2,450 | $1,735+41.2% | $5,011-51.1% | $2,234+9.7% |
| Participant deferral / active EE | $4,503 | $2,332+93.1% | $5,202-13.4% | $3,805+18.3% |
| Admin fee / account holder | $136 | $127+6.6% | $13,984-99.0% | $158-14.0% |