Filed November 5, 2013 (most recent of 10 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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $790,711 |
Filed as: GREAT-WEST LIFE AND ANNUNITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $617,924 |
THE CARLYLE GROUP1 year Filed as: WOMBLE CARYLE SANDRDGE AND RICE Service code 29 PO BOX 601879 · CHARLOTTE, NC 28260 | Legal | $20,092 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LAWSON ALLEN Service code 10 · EIN 41-0746749 101 N TYRON STRET · CHARLOTTE, NC 28246 | Accounting | $12,032 |
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 | $29,980 | $49,270-39.2% | $156,549-80.8% | $329,111-90.9% |
| Participation rate | 93.0% | 68.1%+24.9pp | 84.0%+9.0pp | 67.9%+25.2pp |
| Annual return | 8.72% | 23.25%-14.5pp | 32.23%-23.5pp | 16.35%-7.6pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $3,540 | $2,920+21.2% | $4,871-27.3% | $3,682-3.8% |
| Admin fee / account holder | $42 | $51-16.5% | $13,027-99.7% | $754-94.4% |