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 | $30,499 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INS SERVICES, INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $10,000 |
Filed as: MERRILL LYNCH PIERCE FENNER&SMITH Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $9,389 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,101 |
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 | $147,008 | $65,376+124.9% | $87,100+68.8% | $65,185+125.5% |
| Participation rate | 80.1% | 75.3%+4.8pp | 76.9%+3.3pp | 70.2%+9.9pp |
| Annual return | 23.79% | 31.27%-7.5pp | 28.19%-4.4pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,003 | $1,822-45.0% | $2,521-60.2% | $2,177-53.9% |
| Participant deferral / active EE | $6,341 | $3,388+87.1% | $4,049+56.6% | $3,514+80.4% |
| Admin fee / account holder | $243 | $520-53.3% | $7,497-96.8% | $847-71.3% |