Filed June 14, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $7,125 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MAINSTAY5 years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
STATE STREET GLOBAL ADVISORS5 years Filed as: SSGA Service code 52 · EIN 90-0337987 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 65-1253987 | Indirect Investment Fees | $0 |
THE HARTFORD5 years Service code 52 · EIN 13-3317783 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,411 | $93,182-5.1% | $146,665-39.7% | $79,386+11.4% |
| Participation rate | 59.5% | 76.4%-17.0pp | 80.1%-20.6pp | 70.7%-11.2pp |
| Annual return | 18.02% | 21.61%-3.6pp | 22.74%-4.7pp | 116.85%-98.8pp |
| Employer contribution / active EE | $2,200 | $2,420-9.1% | $4,136-46.8% | $2,427-9.4% |
| Participant deferral / active EE | $5,817 | $4,169+39.5% | $5,506+5.6% | $4,046+43.8% |
| Admin fee / account holder | $14 | $585-97.7% | $10,280-99.9% | $626-97.8% |