Filed March 12, 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 9-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 | $51,349 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,367 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NATIXIS FUNDS5 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-9907760 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $181,836 | $79,428+128.9% | $106,548+70.7% | $79,386+129.1% |
| Participation rate | 66.0% | 74.1%-8.1pp | 76.1%-10.1pp | 70.7%-4.7pp |
| Annual return | 9.43% | 18.27%-8.8pp | 26.80%-17.4pp | 116.85%-107.4pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,167 | $3,823-17.2% | $4,398-28.0% | $4,046-21.7% |
| Admin fee / account holder | $404 | $523-22.7% | $7,407-94.5% | $626-35.5% |