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 | $31,612 |
US BANCORP INVESTMENTS INC6+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $12,759 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $10,676 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $6,727 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 99 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Fees | $5,045 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $241 |
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 | $71,912 | $73,638-2.3% | $95,952-25.1% | $73,488-2.1% |
| Participation rate | 73.8% | 76.2%-2.4pp | 77.1%-3.3pp | 70.7%+3.1pp |
| Annual return | 9.47% | 16.78%-7.3pp | 91.61%-82.1pp | 28.51%-19.0pp |
| Employer contribution / active EE | $1,017 | $1,863-45.4% | $2,541-60.0% | $2,270-55.2% |
| Participant deferral / active EE | $2,989 | $3,617-17.4% | $4,167-28.3% | $3,740-20.1% |
| Admin fee / account holder | $204 | $482-57.7% | $6,795-97.0% | $513-60.2% |