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 | $25,479 |
M GROUP INVESTMENT ADVISOR5 years Filed as: M GROUP INVESTMENT ADVISORS LLC Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $23,644 |
DAVIS WRIGHT TREMAINE5 years Filed as: DAVIS BACON PENISON PLANS, INC Service code 13 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $20,693 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $20,735 | $77,660-73.3% | $109,143-81.0% | $79,386-73.9% |
| Participation rate | 40.2% | 67.8%-27.6pp | 75.9%-35.7pp | 70.7%-30.5pp |
| Annual return | 12.09% | 23.44%-11.4pp | 25.75%-13.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $3,437 | $2,797+22.9% | $3,722-7.6% | $2,427+41.6% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $282 | $732-61.6% | $6,752-95.8% | $626-55.1% |