Filed January 23, 2004
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 TRUST COMPANY, LLC (NY) Service code 15 · EIN 84-0467907 | Recordkeeping | $69,836 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,921 | $111,608+66.6% | $177,821+4.6% | $73,409+153.3% |
| Participation rate | 98.4% | 87.9%+10.6pp | 87.7%+10.7pp | 72.2%+26.3pp |
| Annual return | 15.23% | 18.23%-3.0pp | 48.32%-33.1pp | 59.29%-44.1pp |
| Employer contribution / active EE | $5,069 | $3,796+33.5% | $5,918-14.4% | $2,234+126.9% |
| Participant deferral / active EE | $8,509 | $6,199+37.3% | $7,714+10.3% | $3,805+123.6% |
| Admin fee / account holder | $170 | $166+2.9% | $12,427-98.6% | $158+7.9% |