Filed January 6, 2006
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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $415,530 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $32,066 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $15,250 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $12,736 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,120 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,504 | $47,456+52.8% | $172,739-58.0% | $77,787-6.8% |
| Participation rate | 76.3% | 66.3%+10.1pp | 82.6%-6.3pp | 73.2%+3.1pp |
| Annual return | 19.69% | 35.57%-15.9pp | 802.84%-783.2pp | 32.57%-12.9pp |
| Employer contribution / active EE | $1,983 | $1,574+26.0% | $5,143-61.4% | $2,504-20.8% |
| Participant deferral / active EE | $4,139 | $2,560+61.7% | $5,198-20.4% | $3,967+4.3% |
| Admin fee / account holder | $81 | $81-0.4% | $13,954-99.4% | $100-19.5% |