Filed July 27, 1992 (most recent of 2 filings on file)
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 & ANNUNITY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,490 |
M GROUP INVESTMENT ADVISOR4 years Filed as: M GROUP INVESTMENT ADVISORS LLC Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $18,835 |
DAVIS WRIGHT TREMAINE4 years Filed as: DAVIS BACON PENISON PLANS, INC Service code 13 2701 BICKFORD AVE · SNOHOMISH, WA 98290 | Contract Administrator | $17,769 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $0 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,826 | $72,277-75.3% | $101,248-82.4% | $79,858-77.7% |
| Participation rate | 92.2% | 68.5%+23.7pp | 75.8%+16.4pp | 69.6%+22.6pp |
| Annual return | 11.39% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $6,905 | $2,692+156.5% | $3,660+88.7% | $2,471+179.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $236 | $4,400-94.6% | $5,945-96.0% | $5,306-95.5% |