Filed December 22, 2008
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 COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,822 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INS SERVICES, INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $10,750 |
Filed as: MERRILL LYNCH PIERCE FENNER&SMITH Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $3,245 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $800 |
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 | $115,758 | $59,186+95.6% | $76,768+50.8% | $56,287+105.7% |
| Participation rate | 89.0% | 75.2%+13.8pp | 77.0%+12.0pp | 69.9%+19.1pp |
| Annual return | -4.21% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,082 | $1,759-38.5% | $2,485-56.5% | $2,111-48.7% |
| Participant deferral / active EE | $6,634 | $3,255+103.8% | $3,852+72.2% | $3,350+98.0% |
| Admin fee / account holder | $215 | $489-56.0% | $6,675-96.8% | $521-58.6% |