Filed January 4, 1995
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 55 | Other Commissions | $44,405 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $34,424 |
Filed as: RETIREMENT STRATEGIES Service code 13 · EIN 58-2380163 | Contract Administrator | $13,700 |
Filed as: LEAFHOUSE FINANCIAL Service code 99 · EIN 26-4311657 | Other Fees | $10,042 |
Filed as: EMPOWER RETIREMENT ADV SERV Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,165 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL Service code 55 · EIN 20-1741754 | Other Commissions | $0 |
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 | $35,810 | $57,921-38.2% | $84,750-57.7% | $57,658-37.9% |
| Participation rate | 70.6% | 72.9%-2.3pp | 76.6%-6.0pp | 70.2%+0.4pp |
| Annual return | 8.81% | 10.24%-1.4pp | 22.78%-14.0pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,366 | $2,598-47.4% | $3,574-61.8% | $1,974-30.8% |
| Participant deferral / active EE | $3,943 | $2,742+43.8% | $3,712+6.2% | $3,061+28.8% |
| Admin fee / account holder | $89 | $130-31.8% | $5,332-98.3% | $95-6.4% |