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 64 · EIN 84-0467907 | Recordkeeping Fees | $1,107,497 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $365,020 |
PIVOT POINT CAPITAL MANAGEMENT3+ years Service code 26 · EIN 20-0776639 | Advisory (Participants) | $19,191 |
BEDEL FINANCIAL CONSULTING INC3+ years Service code 26 · EIN 35-1892261 | Advisory (Participants) | $11,894 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Investment management fees paid direc... | $7,268 |
VALEO FINANCIAL ADVISORS LLC2 years Filed as: VALEO FINANCIAL ADVISORS, LLC Service code 26 · EIN 03-0519130 | Advisory (Participants) | $5,686 |
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 | $44,907 | $53,684-16.3% | $170,442-73.7% | $80,976-44.5% |
| Participation rate | 93.7% | 69.2%+24.5pp | 83.6%+10.1pp | 68.3%+25.5pp |
| Annual return | 19.14% | 25.97%-6.8pp | 205.93%-186.8pp | 22.91%-3.8pp |
| Employer contribution / active EE | $2,480 | $1,642+51.1% | $5,433-54.3% | $2,402+3.2% |
| Participant deferral / active EE | $3,295 | $3,017+9.2% | $4,939-33.3% | $3,848-14.4% |
| Admin fee / account holder | $65 | $46+40.7% | $13,880-99.5% | $67-3.3% |