Filed August 8, 2005 (most recent of 3 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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,539 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,576 |
Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $22,471 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $9,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,999 | $58,726-45.5% | $92,233-65.3% | $62,292-48.6% |
| Participation rate | 99.0% | 68.3%+30.6pp | 76.5%+22.5pp | 69.5%+29.4pp |
| Annual return | 12.30% | 43.62%-31.3pp | 176.28%-164.0pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,122 | $2,392-53.1% | $3,679-69.5% | $2,042-45.1% |
| Participant deferral / active EE | $2,099 | $2,766-24.1% | $3,897-46.1% | $3,169-33.8% |
| Admin fee / account holder | $348 | $556-37.4% | $5,194-93.3% | $479-27.3% |