Filed January 25, 2017 (most recent of 3 filings on file)
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 9-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 INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $260,319 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $53,417 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $49,089 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $37,220 |
MAGELLAN ASSET MANAGEMENT LTD1+ years Service code 28 · EIN 98-0517786 | Investment Management | $32,118 |
FRONTIER CAPITAL MANAGEMENT1+ years Service code 27 · EIN 04-3492668 | Advisory (Plan) | $13,534 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS LMTD Service code 28 · EIN 98-0465834 | Investment Management | $9,770 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $8,131 |
AJO1+ years Filed as: AJO, LP Service code 28 · EIN 23-2312104 | Investment Management | $5,850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,830 | $82,279-32.1% | $77,999-28.4% | $63,975-12.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 75.5%+14.5pp | 71.1%+18.9pp |
| Annual return | 0.00% | 11.20%-11.2pp | 425.96%-426.0pp | 48.65%-48.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $2,470-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,407 | $4,538-69.0% | $3,497-59.8% | $3,356-58.1% |
| Admin fee / account holder | $36 | $81-55.7% | $5,480-99.3% | $70-48.8% |