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 | $168,506 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $122,384 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,091 |
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 | $56,639 | $58,202-2.7% | $172,739-67.2% | $89,569-36.8% |
| Participation rate | 73.2% | 72.8%+0.3pp | 82.6%-9.5pp | 69.6%+3.6pp |
| Annual return | 22.40% | 61.59%-39.2pp | 802.84%-780.4pp | 34.56%-12.2pp |
| Employer contribution / active EE | $1,584 | $1,759-9.9% | $5,143-69.2% | $2,584-38.7% |
| Participant deferral / active EE | $2,612 | $3,335-21.7% | $5,198-49.8% | $4,220-38.1% |
| Admin fee / account holder | $28 | $53-45.9% | $13,954-99.8% | $72-60.3% |