Filed October 18, 2004
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: J.P. MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $103,903 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $43,237 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 50 · EIN 53-0181291 | Direct Payment | $38,194 |
SQUIRE PATTON BOGGS US LLP1+ years Filed as: SQUIRE PATTON BOGGS LLP Service code 29 · EIN 34-0648199 | Legal | $31,505 |
SEI INVESTMENTS1+ years Service code 51 · EIN 23-1707341 | Investment Mgmt Fees | $20,000 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $15,550 |
Form 5500 reported that benefits due were not provided when due.
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 | $130,012 | $62,324+108.6% | $68,509+89.8% | $55,191+135.6% |
| Participation rate | 92.1% | 78.9%+13.2pp | 74.7%+17.4pp | 69.2%+22.9pp |
| Annual return | 0.55% | 4.26%-3.7pp | 8.27%-7.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $4,592 | $2,223+106.6% | $2,278+101.6% | $1,899+141.9% |
| Participant deferral / active EE | $5,354 | $3,425+56.3% | $3,382+58.3% | $3,046+75.8% |
| Admin fee / account holder | $247 | $91+170.7% | $5,275-95.3% | $91+172.5% |