Filed April 4, 2011
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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $69,830 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $3,251 |
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 | $62,435 | $56,485+10.5% | $185,823-66.4% | $86,799-28.1% |
| Participation rate | 95.5% | 65.5%+30.0pp | 81.7%+13.8pp | 72.3%+23.2pp |
| Annual return | 12.82% | 118.04%-105.2pp | 122.05%-109.2pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,446 | $1,843-21.5% | $5,167-72.0% | $2,405-39.9% |
| Participant deferral / active EE | $3,117 | $2,553+22.1% | $5,568-44.0% | $4,131-24.5% |
| Admin fee / account holder | $63 | $150-58.0% | $16,237-99.6% | $170-63.0% |