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 SACHS4 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $27,100 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,912 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION STUDIO, LLC Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $7,167 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,698 |
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 | $67,918 | $98,982-31.4% | $162,163-58.1% | $65,185+4.2% |
| Participation rate | 90.6% | 85.8%+4.9pp | 87.6%+3.1pp | 70.2%+20.4pp |
| Annual return | 20.79% | 24.84%-4.0pp | 115.59%-94.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,863 | $3,467-46.3% | $5,614-66.8% | $2,177-14.4% |
| Participant deferral / active EE | $3,916 | $5,384-27.3% | $7,298-46.3% | $3,514+11.5% |
| Admin fee / account holder | $288 | $596-51.8% | $10,843-97.3% | $847-66.1% |