Filed December 1, 2014 (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 INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $36,631 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $25,108 |
Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $517 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,140 | $61,156-3.3% | $185,823-68.2% | $79,386-25.5% |
| Participation rate | 71.8% | 66.6%+5.2pp | 81.7%-9.9pp | 70.7%+1.1pp |
| Annual return | 11.31% | 19.45%-8.1pp | 122.05%-110.7pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,194 | $2,321-48.5% | $5,167-76.9% | $2,427-50.8% |
| Participant deferral / active EE | $3,065 | $2,789+9.9% | $5,568-45.0% | $4,046-24.2% |
| Admin fee / account holder | $254 | $710-64.1% | $16,237-98.4% | $626-59.4% |