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: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $108,079 |
Filed as: GREAT-WEST LIFE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,996 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $88,140 |
BKD, LLP1 year Filed as: BKD,LLP Service code 10 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 65801 | Accounting | $22,440 |
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 | $47,859 | $46,969+1.9% | $154,107-68.9% | $73,367-34.8% |
| Participation rate | 74.0% | 72.4%+1.6pp | 83.0%-9.1pp | 69.5%+4.5pp |
| Annual return | -1.88% | 821.68%-823.6pp | 735.12%-737.0pp | 173.45%-175.3pp |
| Employer contribution / active EE | $1,490 | $1,723-13.5% | $5,298-71.9% | $2,499-40.4% |
| Participant deferral / active EE | $2,664 | $3,162-15.8% | $5,081-47.6% | $4,033-34.0% |
| Admin fee / account holder | $37 | $47-20.7% | $13,411-99.7% | $68-46.0% |