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 ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,916 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS, INC. Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $3,866 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,802 |
METLIFE LIFE INSURANCE COMPANY4+ 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 | $29,330 | $37,196-21.1% | $154,107-81.0% | $55,725-47.4% |
| Participation rate | 32.0% | 64.1%-32.1pp | 83.0%-51.1pp | 70.9%-38.9pp |
| Annual return | -3.50% | 1319.68%-1323.2pp | 735.12%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $185 | $1,614-88.5% | $5,298-96.5% | $2,078-91.1% |
| Participant deferral / active EE | $844 | $2,068-59.2% | $5,081-83.4% | $3,356-74.9% |
| Admin fee / account holder | $26 | $102-74.8% | $13,411-99.8% | $115-77.8% |