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 INC2 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 55 | Other Commissions | $61,397 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $58,235 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES Service code 13 · EIN 58-2380163 | Contract Administrator | $15,279 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 | Advisory (Plan) | $13,870 |
Filed as: EMPOWER RETIREMENT ADV SERV Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,425 |
SAGEPOINT FINANCIAL INC2 years 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 | $40,176 | $60,545-33.6% | $92,233-56.4% | $69,631-42.3% |
| Participation rate | 90.2% | 72.2%+18.0pp | 76.5%+13.7pp | 70.7%+19.5pp |
| Annual return | 21.41% | 19.71%+1.7pp | 176.28%-154.9pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $1,562 | $2,633-40.7% | $3,679-57.6% | $2,032-23.2% |
| Participant deferral / active EE | $4,227 | $2,828+49.5% | $3,897+8.5% | $3,224+31.1% |
| Admin fee / account holder | $88 | $145-39.1% | $5,194-98.3% | $110-20.2% |