Filed February 4, 2006 (most recent of 3 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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $939,528 |
COWEN & COMPANY LLC2 years Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $85,594 |
THOMPSON HINE3+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $68,241 |
Filed as: GWFS EQUITIES INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $14,840 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $12,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,069 | $112,134-5.4% | $149,718-29.2% | $80,976+31.0% |
| Participation rate | 86.1% | 87.3%-1.2pp | 87.1%-1.0pp | 68.3%+17.8pp |
| Annual return | 18.46% | 17.23%+1.2pp | 1501.63%-1483.2pp | 22.91%-4.5pp |
| Employer contribution / active EE | $4,169 | $3,991+4.4% | $5,445-23.4% | $2,402+73.5% |
| Participant deferral / active EE | $5,242 | $6,036-13.2% | $6,569-20.2% | $3,848+36.2% |
| Admin fee / account holder | $49 | $109-55.3% | $11,283-99.6% | $67-27.7% |