Filed March 18, 2002
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 INSUR CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,134 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 21 · EIN 22-1211670 | Bank Trustee | $220 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $146 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 72 | Other investment fees and expenses | $0 |
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 | $16,297 | $49,177-66.9% | $79,464-79.5% | $64,186-74.6% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.6pp | 69.6%+27.3pp |
| Annual return | -2.97% | -1.16%-1.8pp | 718.14%-721.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,377 | $2,076+110.8% | $2,800+56.3% | $2,381+83.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $72 | $3,839-98.1% | $5,113-98.6% | $4,888-98.5% |