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 | $147,728 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $39,274 |
SEI INVESTMENTS2+ years Service code 28 · EIN 23-1707341 | Investment Management | $20,000 |
SQUIRE PATTON BOGGS US LLP2+ years Filed as: SQUIRE PATTON BOGGS LLP Service code 29 · EIN 34-0648199 | Legal | $16,255 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $16,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,474 | $74,024+93.8% | $77,999+83.9% | $57,658+148.8% |
| Participation rate | 87.9% | 79.7%+8.1pp | 75.5%+12.4pp | 70.2%+17.7pp |
| Annual return | 8.09% | 12.14%-4.1pp | 425.96%-417.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $4,449 | $2,365+88.1% | $2,470+80.1% | $1,974+125.4% |
| Participant deferral / active EE | $5,109 | $3,533+44.6% | $3,497+46.1% | $3,061+66.9% |
| Admin fee / account holder | $74 | $93-20.2% | $5,480-98.6% | $95-21.3% |