Filed February 25, 2014 (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: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $50,139 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,748 |
Service code 16 · EIN 47-1411118 | Consulting | $37,500 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $27,035 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,035 | $86,225-16.5% | $146,665-50.9% | $86,799-17.0% |
| Participation rate | 94.6% | 78.0%+16.6pp | 80.1%+14.5pp | 72.3%+22.3pp |
| Annual return | 13.00% | 31.23%-18.2pp | 22.74%-9.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $2,562 | $2,392+7.1% | $4,136-38.1% | $2,405+6.5% |
| Participant deferral / active EE | $3,594 | $4,245-15.3% | $5,506-34.7% | $4,131-13.0% |
| Admin fee / account holder | $237 | $195+21.2% | $10,280-97.7% | $170+39.6% |