Filed June 12, 2008
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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $100,618 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS5 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 74-6035056 | Indirect Investment Fees | $0 |
LEGG MASON5 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $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 | $73,235 | $56,485+29.7% | $185,823-60.6% | $86,799-15.6% |
| Participation rate | 95.9% | 65.5%+30.4pp | 81.7%+14.2pp | 72.3%+23.6pp |
| Annual return | 15.57% | 118.04%-102.5pp | 122.05%-106.5pp | 97.91%-82.3pp |
| Employer contribution / active EE | $1,129 | $1,843-38.8% | $5,167-78.2% | $2,405-53.1% |
| Participant deferral / active EE | $4,428 | $2,553+73.4% | $5,568-20.5% | $4,131+7.2% |
| Admin fee / account holder | $115 | $150-23.4% | $16,237-99.3% | $170-32.4% |