Filed December 3, 2013 (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 9-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 13 · EIN 84-0467907 | Contract Administrator | $98,295 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $56,469 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,786 |
Service code 11 · EIN 04-2530412 | Actuarial | $38,391 |
DAVID ROMANO1 year Filed as: DAVID R GLUCK P.C. Service code 10 | Accounting | $2,252 |
AMERICAN FUNDS6 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DAVID ROMANO1 year Filed as: DAVID R. GLUCK P.C. Service code 10 79 WHITTIER ROAD · NEEDHAM, MA 02492 | Accounting | $0 |
INVESCO4 years Service code 52 · EIN 91-1986511 | Indirect Investment Fees | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MSPCA7 years Service code 10 · EIN 04-2103597 | Accounting | $0 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -16.12% | -11.09%-5.0pp | -38.85%+22.7pp | -5.25%-10.9pp |
| Employer contribution / active EE | $0 | $16,800-100.0% | $37,752-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |