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 |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 | Contract Administrator | $0 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Service code 13 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
WOODBURY FINANCIAL SERVICES7+ years Service code 55 5665 PLAZA DR. · CYPRESS, CA 90630 | Other Commissions | $0 |
WOODBURY FINANCIAL SERVICES7+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,932 | $59,263+41.6% | $96,562-13.1% | $79,386+5.7% |
| Participation rate | 45.1% | 61.9%-16.8pp | 69.8%-24.7pp | 70.7%-25.6pp |
| Annual return | 9.67% | 27.07%-17.4pp | 37.78%-28.1pp | 116.85%-107.2pp |
| Employer contribution / active EE | $541 | $1,216-55.5% | $2,356-77.0% | $2,427-77.7% |
| Participant deferral / active EE | $1,933 | $2,948-34.4% | $3,849-49.8% | $4,046-52.2% |
| Admin fee / account holder | $84 | $658-87.2% | $6,181-98.6% | $626-86.6% |