Filed December 2, 2011 (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 AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $148,050 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 8110 E UNION AVENUE · DENVER, CO 80237 | Advisory (Plan) | $49,403 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,649 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-4016260 | Accounting | $12,000 |
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 | $64,003 | $44,989+42.3% | $170,442-62.4% | $77,958-17.9% |
| Participation rate | 95.6% | 64.6%+31.0pp | 83.6%+12.0pp | 71.6%+23.9pp |
| Annual return | 15.52% | 19.61%-4.1pp | 205.93%-190.4pp | 20.87%-5.3pp |
| Employer contribution / active EE | $2,751 | $1,466+87.6% | $5,433-49.4% | $2,310+19.1% |
| Participant deferral / active EE | $3,672 | $2,208+66.4% | $4,939-25.7% | $3,537+3.8% |
| Admin fee / account holder | $157 | $69+128.0% | $13,880-98.9% | $97+61.4% |