Filed November 10, 2004 (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 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, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $887,084 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $678,451 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $346,879 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $138,925 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Participant communication; Other inve... | $42,903 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,700 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,008 | $71,505+6.3% | $123,544-38.5% | $73,367+3.6% |
| Participation rate | 72.5% | 64.9%+7.6pp | 82.3%-9.8pp | 69.5%+3.0pp |
| Annual return | -3.47% | 6.94%-10.4pp | 119.20%-122.7pp | 173.45%-176.9pp |
| Employer contribution / active EE | $2,303 | $2,011+14.5% | $4,628-50.2% | $2,499-7.9% |
| Participant deferral / active EE | $5,982 | $4,928+21.4% | $6,426-6.9% | $4,033+48.3% |
| Admin fee / account holder | $85 | $66+29.4% | $9,284-99.1% | $68+24.8% |