Filed January 30, 2006 (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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $719,730 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 · EIN 36-3608252 | Recordkeeping | $428,036 |
Filed as: ADVISED ASSETS GROUP LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $266,642 |
DELOITTE & TOUCHE LLP3 years Service code 50 · EIN 13-3891517 | Direct Payment | $109,633 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $6,650 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING COMPANY LLC DBA ALIGH Service code 49 · EIN 82-1061233 | Other Services | $5,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,791 | $48,464+176.1% | $90,951+47.1% | $106,222+26.0% |
| Participation rate | 43.9% | 53.1%-9.2pp | 69.0%-25.1pp | 70.8%-26.9pp |
| Annual return | 15.72% | 16.72%-1.0pp | 134.60%-118.9pp | 21.69%-6.0pp |
| Employer contribution / active EE | $1,122 | $939+19.4% | $2,122-47.1% | $2,723-58.8% |
| Participant deferral / active EE | $2,810 | $1,510+86.1% | $3,373-16.7% | $4,600-38.9% |
| Admin fee / account holder | $63 | $58+9.0% | $5,959-98.9% | $78-19.4% |