Filed December 6, 2002
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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES4+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $15,762 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Service code 13 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $4,758 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 | Contract Administrator | $3,940 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,188 |
WOODBURY FINANCIAL SERVICES4+ years Service code 55 7755 3RD STREET N · OAKDALE, MN 55128 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,115 | $42,548+17.8% | $74,550-32.8% | $56,287-11.0% |
| Participation rate | 46.8% | 60.5%-13.6pp | 69.1%-22.3pp | 69.9%-23.0pp |
| Annual return | -6.74% | 12.40%-19.1pp | 32.53%-39.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $472 | $855-44.8% | $1,961-75.9% | $2,111-77.6% |
| Participant deferral / active EE | $1,671 | $2,277-26.6% | $3,108-46.2% | $3,350-50.1% |
| Admin fee / account holder | $70 | $467-84.9% | $5,060-98.6% | $521-86.5% |