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 | $50,244 |
WINDWARD WEALTH STRATEGIES INC6+ years Service code 27 2370 STATE RD 44 STE A · OSHKOSH, WI 54904 | Advisory (Plan) | $24,190 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,138 | $29,369+213.7% | $77,482+18.9% | $73,409+25.5% |
| Participation rate | 97.2% | 37.9%+59.3pp | 54.2%+43.1pp | 72.2%+25.1pp |
| Annual return | 15.00% | 358.15%-343.2pp | 54.79%-39.8pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,978 | $406+387.3% | $986+100.5% | $2,234-11.5% |
| Participant deferral / active EE | $6,598 | $941+601.3% | $1,861+254.5% | $3,805+73.4% |
| Admin fee / account holder | $229 | $123+86.5% | $2,858-92.0% | $158+45.0% |