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 | $53,212 |
WINDWARD WEALTH STRATEGIES INC3+ years Service code 27 2370 STATE RD 44 STE A · OSHKOSH, WI 54904 | Advisory (Plan) | $15,170 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,035 |
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 | $79,027 | $28,416+178.1% | $73,545+7.5% | $69,631+13.5% |
| Participation rate | 96.9% | 38.3%+58.5pp | 54.9%+41.9pp | 70.7%+26.2pp |
| Annual return | 17.64% | -694.13%+711.8pp | -15.16%+32.8pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,600 | $430+271.6% | $1,219+31.2% | $2,032-21.3% |
| Participant deferral / active EE | $5,123 | $897+471.1% | $1,806+183.7% | $3,224+58.9% |
| Admin fee / account holder | $235 | $104+125.1% | $2,320-89.9% | $110+112.7% |