Filed February 24, 1998
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 |
|---|---|---|
HIGHTOWER ADVISORS LLC5 years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $13,609 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $3,589 |
AB FUNDS5 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
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 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
HARRIS5 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,093 | $79,428-10.5% | $106,548-33.3% | $79,386-10.4% |
| Participation rate | 75.5% | 74.1%+1.4pp | 76.1%-0.6pp | 70.7%+4.8pp |
| Annual return | 12.71% | 18.27%-5.6pp | 26.80%-14.1pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,058 | $2,234-52.7% | $2,819-62.5% | $2,427-56.4% |
| Participant deferral / active EE | $3,452 | $3,823-9.7% | $4,398-21.5% | $4,046-14.7% |
| Admin fee / account holder | $20 | $523-96.1% | $7,407-99.7% | $626-96.8% |