Filed October 10, 2012 (most recent of 5 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 INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $3,205,317 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MGMT COMPANY Service code 27 · EIN 04-3492668 | Advisory (Plan) | $1,107,838 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MGMT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $933,972 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $763,559 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $710,885 |
AJO1+ years Filed as: AJO, LP Service code 28 · EIN 23-2312104 | Investment Management | $495,048 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $112,160 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $88,637 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $75,000 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $35,808 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,829 | $158,120-62.2% | $68,509-12.7% | $69,651-14.1% |
| Participation rate | 89.6% | 88.0%+1.6pp | 74.7%+14.8pp | 66.6%+23.0pp |
| Annual return | 1.36% | 3.41%-2.0pp | 8.27%-6.9pp | 53.77%-52.4pp |
| Employer contribution / active EE | $40 | $5,427-99.3% | $2,278-98.2% | $2,241-98.2% |
| Participant deferral / active EE | $3,108 | $7,897-60.6% | $3,382-8.1% | $3,635-14.5% |
| Admin fee / account holder | $78 | $74+6.1% | $5,275-98.5% | $63+23.6% |