Filed September 11, 2008
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 |
|---|---|---|
LPL FINANCIAL2+ years Service code 55 9785 TOWNE CTR DR · SAN DIEGO, CA 92121 | Other Commissions | $15,698 |
WIPFLI LLP1+ years Service code 13 | Contract Administrator | $7,279 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,460 |
WIPFLI LLP2+ years Filed as: WIPFLI Service code 14 · EIN 39-0758449 11 SCOTT ST · WAUSAU, WI 54403 | Plan Administrator | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,142 | $63,924+1.9% | $108,579-40.0% | $55,167+18.1% |
| Participation rate | 55.4% | 74.3%-18.9pp | 79.6%-24.2pp | 69.0%-13.6pp |
| Annual return | 8.67% | 15.31%-6.6pp | -51.70%+60.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,144 | $1,879-39.1% | $3,758-69.6% | $1,963-41.7% |
| Participant deferral / active EE | $2,146 | $3,067-30.0% | $4,311-50.2% | $3,054-29.7% |
| Admin fee / account holder | $20 | $618-96.7% | $7,645-99.7% | $504-96.0% |