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 | $74,247 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 8110 E UNION AVENUE · DENVER, CO 80237 | Advisory (Plan) | $49,425 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-4016260 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $13,936 |
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 | $77,783 | $56,095+38.7% | $178,490-56.4% | $90,288-13.9% |
| Participation rate | 97.0% | 65.6%+31.4pp | 81.9%+15.1pp | 73.4%+23.6pp |
| Annual return | 16.12% | 28.81%-12.7pp | 151.07%-134.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $2,739 | $1,572+74.2% | $5,011-45.3% | $2,524+8.5% |
| Participant deferral / active EE | $4,723 | $2,669+77.0% | $5,202-9.2% | $4,232+11.6% |
| Admin fee / account holder | $83 | $101-17.9% | $13,984-99.4% | $114-27.6% |