Filed February 11, 2019 (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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $56,683 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $306 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS, INC. Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WILMINGTON TRUST4 years Service code 52 · EIN 81-4543855 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,961 | $121,341-8.6% | $189,513-41.4% | $79,386+39.8% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.8%+11.1pp | 70.7%+28.2pp |
| Annual return | 15.17% | 21.08%-5.9pp | 555.15%-540.0pp | 116.85%-101.7pp |
| Employer contribution / active EE | $6,329 | $3,915+61.7% | $6,162+2.7% | $2,427+160.7% |
| Participant deferral / active EE | $3,985 | $6,395-37.7% | $8,221-51.5% | $4,046-1.5% |
| Admin fee / account holder | $235 | $651-63.9% | $12,045-98.0% | $626-62.5% |