Filed December 1, 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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $47,253 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $25,234 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage commissions and ... | $1,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,012 | $48,277-10.9% | $63,517-32.3% | $55,191-22.1% |
| Participation rate | 68.4% | 69.4%-1.0pp | 71.0%-2.7pp | 69.2%-0.8pp |
| Annual return | -0.53% | 2.37%-2.9pp | -70.30%+69.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $637 | $1,592-60.0% | $2,322-72.6% | $1,899-66.5% |
| Participant deferral / active EE | $1,945 | $2,432-20.0% | $2,953-34.1% | $3,046-36.1% |
| Admin fee / account holder | $151 | $86+75.2% | $5,892-97.4% | $91+65.9% |