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 | $33,613 |
DA DAVIDSON & CO3 years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $23,705 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL AND HURLEY, INC Service code 13 1328 N WHITMAN LN · LIBERTY LAKE, WA 990197594 | Contract Administrator | $5,536 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL & HURLEY INC Service code 13 | Contract Administrator | $2,425 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,095 | $48,046-20.7% | $84,611-55.0% | $72,985-47.8% |
| Participation rate | 98.8% | 57.6%+41.2pp | 68.2%+30.6pp | 69.5%+29.3pp |
| Annual return | 7.31% | 37.38%-30.1pp | 258.74%-251.4pp | 81.00%-73.7pp |
| Employer contribution / active EE | $7,136 | $1,602+345.5% | $2,652+169.1% | $2,440+192.5% |
| Participant deferral / active EE | $2,233 | $2,680-16.7% | $3,899-42.7% | $3,607-38.1% |
| Admin fee / account holder | $278 | $3,395-91.8% | $4,912-94.3% | $5,124-94.6% |