Filed October 2, 2012
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 10-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,830 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 RETIREMENT PLAN CONSULTING · WALTHAM, MA 024533483 | Advisory (Plan) | $13,817 |
UNIGLOBAL PENSION PLANNING, INC.3+ years Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $3,643 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,339 | $85,766-68.1% | $136,294-79.9% | $70,131-61.0% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 12.96% | 31.45%-18.5pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $763 | $2,966-74.3% | $4,695-83.7% | $2,342-67.4% |
| Participant deferral / active EE | $2,569 | $5,051-49.1% | $6,247-58.9% | $3,332-22.9% |
| Admin fee / account holder | $158 | $5,420-97.1% | $9,243-98.3% | $4,645-96.6% |