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: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,334 |
Filed as: GREAT-WEST LIFE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,195 |
BKD, LLP3+ years Service code 10 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 65801 | Accounting | $3,675 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS, INC. Service code 16 300 S CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $3,159 |
METLIFE LIFE INSURANCE COMPANY3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,200 | $46,173-10.8% | $170,442-75.8% | $69,631-40.8% |
| Participation rate | 23.8% | 63.9%-40.1pp | 83.6%-59.8pp | 70.7%-46.9pp |
| Annual return | 15.85% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $176 | $1,610-89.0% | $5,433-96.8% | $2,032-91.3% |
| Participant deferral / active EE | $751 | $2,080-63.9% | $4,939-84.8% | $3,224-76.7% |
| Admin fee / account holder | $131 | $116+13.0% | $13,880-99.1% | $110+18.7% |