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 | $1,242,252 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $740,147 |
VALEO FINANCIAL ADVISORS LLC4 years Filed as: VALEO FINANCIAL ADVISORS, LLC Service code 26 · EIN 03-0519130 | Advisory (Participants) | $25,428 |
Service code 26 · EIN 35-1550787 | Advisory (Participants) | $12,728 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $9,086 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 99 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Other Fees | $8,750 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,200 |
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 | $54,603 | $58,202-6.2% | $172,739-68.4% | $89,569-39.0% |
| Participation rate | 94.5% | 72.8%+21.6pp | 82.6%+11.8pp | 69.6%+24.9pp |
| Annual return | 29.84% | 61.59%-31.8pp | 802.84%-773.0pp | 34.56%-4.7pp |
| Employer contribution / active EE | $3,337 | $1,759+89.7% | $5,143-35.1% | $2,584+29.1% |
| Participant deferral / active EE | $3,573 | $3,335+7.1% | $5,198-31.3% | $4,220-15.3% |
| Admin fee / account holder | $73 | $53+39.7% | $13,954-99.5% | $72+2.5% |