Filed August 31, 2011
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 | $79,882 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,000 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF, P. C. Service code 10 · EIN 04-3138777 | Accounting | $9,600 |
AMERICAN CENTURY5 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,165 | $185,342-10.9% | $111,297+48.4% | $86,799+90.3% |
| Participation rate | 91.5% | 81.0%+10.5pp | 77.3%+14.2pp | 72.3%+19.2pp |
| Annual return | 11.38% | 500.80%-489.4pp | 54.65%-43.3pp | 97.91%-86.5pp |
| Employer contribution / active EE | $3,132 | $2,246+39.4% | $2,731+14.7% | $2,405+30.2% |
| Participant deferral / active EE | $4,907 | $4,458+10.1% | $4,487+9.3% | $4,131+18.8% |
| Admin fee / account holder | $262 | $255+2.5% | $7,964-96.7% | $170+54.4% |