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 6-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: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · REENWOOD VILLAGE, CO 80111 | Investment Management | $16,312 |
Filed as: GREAT-WEST LIFE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,323 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 16 300 S CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $5,527 |
BKD, LLP1+ years Service code 10 910 E. ST LOUIS STRET, SUITE 200 · SPRINGFIELD, MO 65801 | Accounting | $2,199 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 400 ATRIUM DRIVE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
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.
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 | $36,303 | $37,039-2.0% | $147,614-75.4% | $59,188-38.7% |
| Participation rate | 18.7% | 63.8%-45.1pp | 84.6%-65.9pp | 69.4%-50.7pp |
| Annual return | 0.30% | 7.19%-6.9pp | 61.98%-61.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $143 | $1,353-89.5% | $5,564-97.4% | $2,098-93.2% |
| Participant deferral / active EE | $513 | $2,094-75.5% | $4,895-89.5% | $3,265-84.3% |
| Admin fee / account holder | $125 | $60+107.5% | $11,611-98.9% | $92+35.5% |