Filed December 14, 2011
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 | $36,918 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PARKWAY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $20,000 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,074 | $66,124+134.5% | $90,404+71.5% | $73,488+111.0% |
| Participation rate | 98.1% | 69.7%+28.4pp | 72.7%+25.4pp | 70.7%+27.4pp |
| Annual return | 12.02% | 17.65%-5.6pp | 1293.02%-1281.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $6,429 | $2,346+174.0% | $3,262+97.1% | $2,270+183.2% |
| Participant deferral / active EE | $6,395 | $3,039+110.5% | $3,963+61.4% | $3,740+71.0% |
| Admin fee / account holder | $482 | $396+21.7% | $5,611-91.4% | $513-6.0% |