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: GREAT-WEST LIFE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,137 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,338 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC. Service code 16 300 S CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $3,166 |
BKD, LLP2+ years Service code 10 910 E. ST LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 65801 | Accounting | $2,156 |
METLIFE LIFE INSURANCE COMPANY2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,172 | $37,213-2.8% | $156,549-76.9% | $63,975-43.5% |
| Participation rate | 23.0% | 65.0%-42.0pp | 84.0%-61.0pp | 71.1%-48.1pp |
| Annual return | 10.47% | 47.89%-37.4pp | 32.23%-21.8pp | 48.65%-38.2pp |
| Employer contribution / active EE | $157 | $1,357-88.4% | $5,501-97.1% | $2,182-92.8% |
| Participant deferral / active EE | $625 | $2,070-69.8% | $4,871-87.2% | $3,356-81.4% |
| Admin fee / account holder | $125 | $56+122.0% | $13,027-99.0% | $70+77.6% |