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 | $56,102 |
WINDWARD WEALTH STRATEGIES INC4+ years Service code 27 2370 STATE RD 44 STE A · OSHKOSH, WI 54904 | Advisory (Plan) | $22,954 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,162 |
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 | $68,569 | $28,109+143.9% | $71,086-3.5% | $56,287+21.8% |
| Participation rate | 94.3% | 40.4%+53.9pp | 54.7%+39.7pp | 69.9%+24.5pp |
| Annual return | -6.87% | -615.05%+608.2pp | 650.59%-657.5pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,603 | $558+187.5% | $1,088+47.4% | $2,111-24.1% |
| Participant deferral / active EE | $5,569 | $1,116+399.1% | $1,874+197.1% | $3,350+66.2% |
| Admin fee / account holder | $238 | $585-59.4% | $3,082-92.3% | $521-54.4% |