Filed November 9, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
MAIRS & POWER, INC.2+ years Filed as: MAIRS AND POWERS, INC. Service code 28 · EIN 41-0844499 | Investment Management | $57,032 |
Filed as: GREAT-WEST LIFE & ANNUITY INC. CO. Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $40,076 |
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 | $80,209 | $37,044+116.5% | $71,796+11.7% | $57,658+39.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 12.58% | 12.64%-0.1pp | 78.04%-65.5pp | 5.13%+7.4pp |
| Employer contribution / active EE | $800 | $720+11.1% | $1,924-58.4% | $1,974-59.5% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $290 | $101+187.2% | $4,815-94.0% | $95+206.6% |