Filed December 9, 2010
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: JP MORGAN INSTITUTIONAL INVEST, INC Service code 26 · EIN 13-4062153 | Advisory (Participants) | $29,135 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,749 |
Filed as: GREAT-WEST FINANCIAL RPS LLC Service code 15 · EIN 71-0930784 | Recordkeeping | $6,100 |
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 | $71,896 | $65,263+10.2% | $90,223-20.3% | $55,191+30.3% |
| Participation rate | 95.9% | 79.0%+16.9pp | 79.0%+16.8pp | 69.2%+26.7pp |
| Annual return | -0.51% | 2.81%-3.3pp | 1.31%-1.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $2,541 | $4,153-38.8% | $4,378-42.0% | $1,899+33.8% |
| Participant deferral / active EE | $3,480 | $5,564-37.4% | $5,792-39.9% | $3,046+14.2% |
| Admin fee / account holder | $61 | $116-47.7% | $7,406-99.2% | $91-33.1% |