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 | $33,250 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INS SERVICES, INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,150 | $78,422+102.9% | $95,952+65.9% | $79,858+99.3% |
| Participation rate | 92.2% | 73.5%+18.7pp | 77.1%+15.1pp | 69.6%+22.6pp |
| Annual return | 17.23% | 19.37%-2.1pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,090 | $1,945+7.5% | $2,541-17.7% | $2,471-15.4% |
| Participant deferral / active EE | $13,447 | $3,440+290.9% | $4,167+222.7% | $3,740+259.5% |
| Admin fee / account holder | $254 | $5,622-95.5% | $6,795-96.3% | $5,306-95.2% |