Filed November 21, 2008
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 52 · EIN 84-0467907 | Indirect Investment Fees | $26,775 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
GOLDMAN SACHS5 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1175211 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,449 | $66,528-0.1% | $86,874-23.5% | $86,799-23.4% |
| Participation rate | 96.2% | 72.4%+23.8pp | 71.6%+24.6pp | 72.3%+23.9pp |
| Annual return | 11.56% | 19.56%-8.0pp | 63.52%-52.0pp | 97.91%-86.3pp |
| Employer contribution / active EE | $992 | $2,007-50.6% | $2,495-60.2% | $2,405-58.7% |
| Participant deferral / active EE | $4,505 | $3,240+39.1% | $3,699+21.8% | $4,131+9.1% |
| Admin fee / account holder | $71 | $148-52.2% | $5,828-98.8% | $170-58.2% |