Filed December 16, 2004 (most recent of 2 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 |
|---|---|---|
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $27,186 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,963 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO, LLC Service code 13 · EIN 54-2154380 | Contract Administrator | $7,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,266 | $79,523-35.5% | $140,016-63.4% | $56,287-8.9% |
| Participation rate | 92.2% | 85.7%+6.5pp | 87.5%+4.7pp | 69.9%+22.3pp |
| Annual return | -4.08% | 2.39%-6.5pp | 651.12%-655.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,137 | $3,350-66.1% | $5,606-79.7% | $2,111-46.1% |
| Participant deferral / active EE | $3,804 | $5,129-25.8% | $6,927-45.1% | $3,350+13.6% |
| Admin fee / account holder | $306 | $614-50.1% | $10,705-97.1% | $521-41.2% |