Filed November 30, 2011
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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $11,414 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 101 W BROADWAY · SAN DIEGO, CO 92101 | Contract Administrator | $65 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,610 | $56,485-77.7% | $185,823-93.2% | $86,799-85.5% |
| Participation rate | 94.2% | 65.5%+28.8pp | 81.7%+12.5pp | 72.3%+22.0pp |
| Annual return | 14.49% | 118.04%-103.5pp | 122.05%-107.6pp | 97.91%-83.4pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,603 | $2,553-37.2% | $5,568-71.2% | $4,131-61.2% |
| Admin fee / account holder | $12 | $150-91.9% | $16,237-99.9% | $170-92.8% |