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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $143,974 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,000 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | 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 VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,490 | $185,342-64.1% | $111,297-40.3% | $86,799-23.4% |
| Participation rate | 98.4% | 81.0%+17.4pp | 77.3%+21.1pp | 72.3%+26.1pp |
| Annual return | 13.37% | 500.80%-487.4pp | 54.65%-41.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,806 | $2,246-19.6% | $2,731-33.9% | $2,405-24.9% |
| Participant deferral / active EE | $2,832 | $4,458-36.5% | $4,487-36.9% | $4,131-31.4% |
| Admin fee / account holder | $326 | $255+27.7% | $7,964-95.9% | $170+92.4% |