Filed December 27, 2001
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 9-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 | $23,003 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $17,869 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,835 |
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 | $20,209 | $40,174-49.7% | $84,015-75.9% | $67,579-70.1% |
| Participation rate | 81.1% | 62.7%+18.4pp | 69.0%+12.0pp | 71.3%+9.8pp |
| Annual return | 19.44% | 25.82%-6.4pp | 71.31%-51.9pp | 378.56%-359.1pp |
| Employer contribution / active EE | $628 | $808-22.2% | $1,983-68.3% | $2,148-70.7% |
| Participant deferral / active EE | $1,598 | $2,301-30.6% | $3,239-50.7% | $3,539-54.9% |
| Admin fee / account holder | $104 | $128-18.7% | $6,101-98.3% | $142-26.7% |