Filed August 9, 2013
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 9-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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,869 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $41,394 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,663 |
ETA CONSULTING, LLC4 years Service code 13 3734 SCUTS COURT · MARION, SC 29571 | Contract Administrator | $10,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,336 | $47,634-15.3% | $90,404-55.4% | $90,288-55.3% |
| Participation rate | 24.4% | 67.5%-43.0pp | 72.7%-48.2pp | 73.4%-48.9pp |
| Annual return | 91.55% | 19.61%+71.9pp | 1293.02%-1201.5pp | 53.97%+37.6pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,059 | $2,824+8.3% | $3,963-22.8% | $4,232-27.7% |
| Admin fee / account holder | $247 | $106+132.9% | $5,611-95.6% | $114+116.5% |