Filed March 1, 2006 (most recent of 3 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 |
|---|---|---|
Filed as: GREAT-WEST LIFE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $561,736 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $434,932 |
PENSIONS PLUS, INC.1 year Filed as: PENSIONS CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $137,226 |
BKD, LLP3+ years Service code 10 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 65801 | Accounting | $34,065 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 64 400 ATRIUM DRIVE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
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 | $46,186 | $53,684-14.0% | $170,442-72.9% | $80,976-43.0% |
| Participation rate | 73.1% | 69.2%+3.9pp | 83.6%-10.5pp | 68.3%+4.8pp |
| Annual return | 16.78% | 25.97%-9.2pp | 205.93%-189.1pp | 22.91%-6.1pp |
| Employer contribution / active EE | $1,652 | $1,642+0.6% | $5,433-69.6% | $2,402-31.2% |
| Participant deferral / active EE | $2,618 | $3,017-13.2% | $4,939-47.0% | $3,848-32.0% |
| Admin fee / account holder | $112 | $46+142.6% | $13,880-99.2% | $67+66.7% |