Filed April 20, 2007
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 | $201,937 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 81-3250124 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
VICTORY4 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,376 | $118,337-17.7% | $189,513-48.6% | $93,030+4.7% |
| Participation rate | 91.6% | 89.1%+2.5pp | 87.8%+3.8pp | 73.9%+17.7pp |
| Annual return | 13.55% | 21.77%-8.2pp | 555.15%-541.6pp | 158.70%-145.2pp |
| Employer contribution / active EE | $2,571 | $4,204-38.9% | $6,162-58.3% | $2,706-5.0% |
| Participant deferral / active EE | $5,422 | $7,123-23.9% | $8,221-34.0% | $4,562+18.8% |
| Admin fee / account holder | $129 | $100+29.9% | $12,045-98.9% | $152-14.6% |