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 | $26,679 |
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 S MACADAM AVENUE, #100 · PORTLAND, OR 97239 | Contract Administrator | $8,005 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,323 | $59,263+13.6% | $96,562-30.3% | $79,386-15.2% |
| Participation rate | 52.4% | 61.9%-9.5pp | 69.8%-17.4pp | 70.7%-18.3pp |
| Annual return | 12.00% | 27.07%-15.1pp | 37.78%-25.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $353 | $1,216-70.9% | $2,356-85.0% | $2,427-85.4% |
| Participant deferral / active EE | $1,848 | $2,948-37.3% | $3,849-52.0% | $4,046-54.3% |
| Admin fee / account holder | $411 | $658-37.5% | $6,181-93.3% | $626-34.3% |