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 | $127,037 |
SEI INVESTMENTS3+ years Service code 28 · EIN 23-1707341 | Investment Management | $20,000 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $16,800 |
SQUIRE PATTON BOGGS US LLP3+ years Filed as: SQUIRE PATTON BOGGS LLP Service code 29 · EIN 34-0648199 | Legal | $10,717 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $10,214 |
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 | $161,863 | $75,284+115.0% | $91,001+77.9% | $69,631+132.5% |
| Participation rate | 95.5% | 80.4%+15.1pp | 75.6%+19.9pp | 70.7%+24.8pp |
| Annual return | 19.10% | 48.40%-29.3pp | 4.60%+14.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $4,915 | $2,473+98.8% | $2,456+100.2% | $2,032+141.9% |
| Participant deferral / active EE | $6,184 | $3,700+67.2% | $3,547+74.3% | $3,224+91.8% |
| Admin fee / account holder | $151 | $111+36.2% | $5,417-97.2% | $110+36.3% |