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 | $18,002 |
US BANCORP INVESTMENTS INC4+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $11,538 |
RSM US LLP2 years Service code 10 400 LOCUST ST, SUITE 640 · DES MOINES, IA 50309 | Accounting | $10,653 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,032 |
Filed as: NORTHWESTERN MUTUAL Service code 99 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Fees | $1,731 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $342 |
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 | $67,536 | $59,186+14.1% | $76,768-12.0% | $56,287+20.0% |
| Participation rate | 70.9% | 75.2%-4.4pp | 77.0%-6.1pp | 69.9%+1.0pp |
| Annual return | -5.62% | 6.62%-12.2pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $925 | $1,759-47.4% | $2,485-62.8% | $2,111-56.2% |
| Participant deferral / active EE | $2,764 | $3,255-15.1% | $3,852-28.2% | $3,350-17.5% |
| Admin fee / account holder | $146 | $489-70.1% | $6,675-97.8% | $521-72.0% |