Filed September 8, 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: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,920,863 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,707,582 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $234,009 |
Filed as: J.P.MORGAN SERCURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage; Shareholder ser... | $162,946 |
Filed as: TOWERS WATSON DELAWARE INC Service code 13 LOCKBOX 28925 28025 NETWORK PL · CHICAGO, IL 30374 | Contract Administrator | $81,641 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Participant communication; Other inve... | $51,090 |
BDO USA, LLP1 year Service code 10 P O BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $44,975 |
COWEN & COMPANY LLC1 year Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $27,500 |
Filed as: J.P. MORGAN SECURITIES INC. Service code 50 · EIN 13-3379014 | Direct Payment | $16,400 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,600 |
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 | $150,212 | $65,292+130.1% | $80,975+85.5% | $65,292+130.1% |
| Participation rate | 94.9% | 72.4%+22.4pp | 75.8%+19.1pp | 72.4%+22.4pp |
| Annual return | 7.70% | 11.84%-4.1pp | 17.10%-9.4pp | 11.84%-4.1pp |
| Employer contribution / active EE | $8,134 | $2,302+253.4% | $3,714+119.0% | $2,302+253.4% |
| Participant deferral / active EE | $11,306 | $3,579+215.9% | $5,696+98.5% | $3,579+215.9% |
| Admin fee / account holder | $187 | $57+225.3% | $5,516-96.6% | $57+225.3% |