Filed June 26, 2008
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 | $23,123 |
US BANCORP INVESTMENTS INC3+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $11,947 |
RSM US LLP1 year Service code 10 400 LOCUST ST. SUITE 640 · DES MOINES, IA 50309 | Accounting | $10,812 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $262 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,195 | $64,909+15.8% | $82,313-8.6% | $62,292+20.7% |
| Participation rate | 72.9% | 74.9%-2.0pp | 76.9%-4.0pp | 69.5%+3.4pp |
| Annual return | 12.58% | 21.18%-8.6pp | 25.88%-13.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $925 | $1,676-44.8% | $2,428-61.9% | $2,042-54.7% |
| Participant deferral / active EE | $2,721 | $3,103-12.3% | $3,706-26.6% | $3,169-14.1% |
| Admin fee / account holder | $153 | $440-65.3% | $5,608-97.3% | $479-68.2% |