Filed December 10, 2005
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 | $39,663 |
WINDWARD WEALTH STRATEGIES INC2+ years Service code 27 2370 STATE RD 44 STE A · OSHKOSH, WI 54904 | Advisory (Plan) | $16,905 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,732 |
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 | $72,295 | $25,723+181.1% | $69,182+4.5% | $55,167+31.0% |
| Participation rate | 95.5% | 39.4%+56.1pp | 55.1%+40.4pp | 69.0%+26.5pp |
| Annual return | 14.48% | 9.56%+4.9pp | -21.93%+36.4pp | 169.23%-154.7pp |
| Employer contribution / active EE | $1,557 | $480+224.1% | $1,206+29.1% | $1,963-20.7% |
| Participant deferral / active EE | $4,974 | $963+416.3% | $1,897+162.2% | $3,054+62.9% |
| Admin fee / account holder | $212 | $365-41.9% | $2,697-92.1% | $504-57.9% |