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) | $380,332 |
NEPC, LLC3+ years Filed as: NEPC LLC Service code 17 · EIN 04-2927339 | Pension Consulting | $150,000 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $51,367 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Direct payment ... | $24,176 |
TROUTMAN SANDERS LLP3+ years Service code 29 · EIN 58-0946915 | Legal | $15,173 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $8,890 |
HEWITT ASSOCIATES LLC2 years Service code 49 P O BOX 95135 · CHICAGO, IL 60694 | Other Services | $7,450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $283,797 | $89,274+217.9% | $149,718+89.6% | $77,958+264.0% |
| Participation rate | 90.9% | 87.6%+3.3pp | 87.1%+3.8pp | 71.6%+19.2pp |
| Annual return | 17.24% | 20.36%-3.1pp | 1501.63%-1484.4pp | 20.87%-3.6pp |
| Employer contribution / active EE | $12,584 | $3,727+237.7% | $5,445+131.1% | $2,310+444.7% |
| Participant deferral / active EE | $10,149 | $5,382+88.6% | $6,569+54.5% | $3,537+187.0% |
| Admin fee / account holder | $243 | $240+1.4% | $11,283-97.8% | $97+149.8% |