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) | $1,734,136 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 27 · EIN 95-3692822 | Advisory (Plan) | $1,039,998 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $793,846 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $278,962 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Shareholder servicing fees; Other inv... | $3,406 |
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 | $112,009 | $107,662+4.0% | $159,436-29.7% | $106,520+5.2% |
| Participation rate | 76.6% | 69.4%+7.2pp | 82.8%-6.2pp | 71.3%+5.3pp |
| Annual return | 17.41% | 22.17%-4.8pp | 263.57%-246.2pp | 19.28%-1.9pp |
| Employer contribution / active EE | $2,777 | $2,741+1.3% | $4,829-42.5% | $2,840-2.2% |
| Participant deferral / active EE | $7,540 | $6,799+10.9% | $7,352+2.6% | $4,948+52.4% |
| Admin fee / account holder | $133 | $69+93.5% | $10,799-98.8% | $75+78.1% |