Filed December 8, 1994 (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) | $328,882 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $218,201 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $52,505 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $51,173 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage commissions and ... | $41,642 |
HEWITT ASSOCIATES LLC1 year Service code 49 P O BOX 95135 · CHICAGO, IL 60694 | Other Services | $28,300 |
NEPC, LLC2+ years Filed as: NEPC LLC Service code 17 · EIN 04-2927339 | Pension Consulting | $18,750 |
TROUTMAN SANDERS LLP2+ years Service code 29 · EIN 58-0946915 | Legal | $5,369 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Direct payment ... | $3,798 |
Service code 15 | Recordkeeping | $0 |
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 | $230,959 | $80,354+187.4% | $133,980+72.4% | $63,975+261.0% |
| Participation rate | 98.0% | 87.5%+10.5pp | 87.1%+10.9pp | 71.1%+26.9pp |
| Annual return | 9.89% | 13.11%-3.2pp | 29.30%-19.4pp | 48.65%-38.8pp |
| Employer contribution / active EE | $12,391 | $3,503+253.7% | $5,211+137.8% | $2,182+468.0% |
| Participant deferral / active EE | $9,957 | $5,239+90.1% | $6,282+58.5% | $3,356+196.7% |
| Admin fee / account holder | $260 | $69+274.9% | $9,324-97.2% | $70+268.9% |