Filed June 27, 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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $424,947 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $51,995 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $30,360 |
AB FUNDS5 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LEGG MASON5 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $235,451 | $86,225+173.1% | $146,665+60.5% | $86,799+171.3% |
| Participation rate | 78.0% | 78.0%0pp | 80.1%-2.1pp | 72.3%+5.7pp |
| Annual return | 13.98% | 31.23%-17.2pp | 22.74%-8.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $2,150 | $2,392-10.1% | $4,136-48.0% | $2,405-10.6% |
| Participant deferral / active EE | $8,114 | $4,245+91.1% | $5,506+47.4% | $4,131+96.4% |
| Admin fee / account holder | $593 | $195+203.8% | $10,280-94.2% | $170+249.9% |