Filed February 21, 2006 (most recent of 4 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 15 · EIN 84-0467907 | Recordkeeping | $921,086 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $820,808 |
BEDEL FINANCIAL CONSULTING INC1+ years Service code 26 · EIN 35-1892261 | Advisory (Participants) | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 52 · EIN 94-1737782 | Indirect Investment Fees | $0 |
PIVOT POINT CAPITAL MANAGEMENT1+ years Service code 26 · EIN 20-0776639 | Advisory (Participants) | $0 |
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 | $34,736 | $46,516-25.3% | $147,614-76.5% | $69,651-50.1% |
| Participation rate | 95.9% | 65.8%+30.1pp | 84.6%+11.3pp | 66.6%+29.3pp |
| Annual return | 49.99% | 9.48%+40.5pp | 61.98%-12.0pp | 53.77%-3.8pp |
| Employer contribution / active EE | $2,109 | $1,393+51.4% | $5,564-62.1% | $2,241-5.9% |
| Participant deferral / active EE | $2,476 | $2,719-8.9% | $4,895-49.4% | $3,635-31.9% |
| Admin fee / account holder | $52 | $45+15.2% | $11,611-99.6% | $63-18.4% |