Filed April 9, 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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $31,294 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $17,031 |
QEP CO., INC4 years Service code 10 · EIN 13-2983807 | Accounting | $9,578 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE5 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,737 | $93,131-40.2% | $106,548-47.7% | $86,799-35.8% |
| Participation rate | 71.5% | 81.4%-9.9pp | 76.1%-4.6pp | 72.3%-0.8pp |
| Annual return | 12.58% | 19.45%-6.9pp | 26.80%-14.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $542 | $2,895-81.3% | $2,819-80.8% | $2,405-77.4% |
| Participant deferral / active EE | $2,984 | $4,708-36.6% | $4,398-32.2% | $4,131-27.8% |
| Admin fee / account holder | $106 | $145-26.8% | $7,407-98.6% | $170-37.4% |