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 |
|---|---|---|
BOULAY PLLP1 year Service code 10 7500 FLYING CLOUD DR STE 800 · MINNEAPOLIS, MN 55344 | Accounting | $8,300 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,707 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,228 | $75,284-57.2% | $91,001-64.6% | $69,631-53.7% |
| Participation rate | 96.4% | 80.4%+16.0pp | 75.6%+20.7pp | 70.7%+25.7pp |
| Annual return | 10.83% | 48.40%-37.6pp | 4.60%+6.2pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $1,337 | $2,473-46.0% | $2,456-45.6% | $2,032-34.2% |
| Participant deferral / active EE | $1,822 | $3,700-50.8% | $3,547-48.7% | $3,224-43.5% |
| Admin fee / account holder | $21 | $111-80.8% | $5,417-99.6% | $110-80.8% |