Filed March 27, 2007
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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $18,096 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 · EIN 16-1124166 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $16,000 |
Service code 13 6500 SW MACADAM AVENUE, #185 · PORTLAND, OR 97239 | Contract Administrator | $7,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,640 | $49,138+31.5% | $84,015-23.1% | $65,185-0.8% |
| Participation rate | 56.5% | 60.7%-4.3pp | 69.0%-12.5pp | 70.2%-13.7pp |
| Annual return | 18.18% | 23.00%-4.8pp | 71.31%-53.1pp | 29.38%-11.2pp |
| Employer contribution / active EE | $446 | $914-51.2% | $1,983-77.5% | $2,177-79.5% |
| Participant deferral / active EE | $2,436 | $2,397+1.6% | $3,239-24.8% | $3,514-30.7% |
| Admin fee / account holder | $351 | $543-35.5% | $6,101-94.3% | $847-58.6% |