Filed June 13, 2012
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 & ANNUITY AND INSUR Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,203 |
DA DAVIDSON & CO2 years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $21,386 |
RANDALL & HURLEY, INC.1 year Filed as: RANDALL & HURLEY INC Service code 13 | Contract Administrator | $2,196 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL AND HURLEY, INC Service code 13 1328 N WHITMAN LN · LIBERTY LAKE, WA 990197594 | Contract Administrator | $900 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,113 | $33,067-2.9% | $76,523-58.0% | $56,287-42.9% |
| Participation rate | 98.1% | 55.4%+42.7pp | 68.0%+30.1pp | 69.9%+28.2pp |
| Annual return | 8.61% | 2.72%+5.9pp | -0.27%+8.9pp | -9.96%+18.6pp |
| Employer contribution / active EE | $4,643 | $1,200+286.8% | $2,647+75.4% | $2,111+119.9% |
| Participant deferral / active EE | $2,015 | $2,240-10.0% | $3,835-47.5% | $3,350-39.8% |
| Admin fee / account holder | $212 | $537-60.6% | $4,848-95.6% | $521-59.4% |