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 | $1,284,096 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $820,202 |
VALEO FINANCIAL ADVISORS LLC5 years Filed as: VALEO FINANCIAL ADVISORS, LLC Service code 26 · EIN 03-0519130 | Advisory (Participants) | $37,068 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 99 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Other Fees | $35,800 |
SYM FINANCIAL CORPORATION2 years Service code 26 · EIN 35-1550787 | Advisory (Participants) | $25,805 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $14,780 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Investment management fees paid direc... | $8,483 |
Filed as: HURLOW WEALTH MGMT GROUP INC. Service code 26 · EIN 36-4510648 | Advisory (Participants) | $7,420 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,161 | $66,513-8.0% | $178,490-65.7% | $106,222-42.4% |
| Participation rate | 79.9% | 73.8%+6.2pp | 81.9%-2.0pp | 70.8%+9.1pp |
| Annual return | 16.77% | 21.81%-5.0pp | 151.07%-134.3pp | 21.69%-4.9pp |
| Employer contribution / active EE | $3,170 | $1,776+78.5% | $5,011-36.7% | $2,723+16.4% |
| Participant deferral / active EE | $3,426 | $3,679-6.9% | $5,202-34.1% | $4,600-25.5% |
| Admin fee / account holder | $76 | $53+42.8% | $13,984-99.5% | $78-2.6% |