Filed January 1, 1996
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 INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CA 80111 | Recordkeeping Fees | $5,493 |
Service code 99 31ST AVE. NE · WATERTOWN, SD 57201 | Other Fees | $1,697 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 13 4949 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $833 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,371 | $47,977-84.6% | $154,107-95.2% | $56,287-86.9% |
| Participation rate | 18.6% | 66.2%-47.6pp | 83.0%-64.4pp | 69.9%-51.2pp |
| Annual return | 3.51% | 3.54%0pp | 735.12%-731.6pp | -9.96%+13.5pp |
| Employer contribution / active EE | $69 | $2,169-96.8% | $5,298-98.7% | $2,111-96.7% |
| Participant deferral / active EE | $285 | $2,392-88.1% | $5,081-94.4% | $3,350-91.5% |
| Admin fee / account holder | $92 | $438-79.0% | $13,411-99.3% | $521-82.4% |