Filed January 13, 2015
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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $597,682 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 19 · EIN 13-3200244 | Securities Custodian | $159,232 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $119,752 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 19 · EIN 13-4110995 | Securities Custodian | $2,923 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 59 | Shareholder Servicing | $2,892 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 | Recordkeeping | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 71 · EIN 13-4994650 | Brokerage Fees | $0 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,050 | $128,472+37.8% | $81,367+117.6% | $59,188+199.1% |
| Participation rate | 99.5% | 92.5%+6.9pp | 82.3%+17.2pp | 69.4%+30.0pp |
| Annual return | -0.50% | 1.24%-1.7pp | -0.92%+0.4pp | 5.51%-6.0pp |
| Employer contribution / active EE | $6,384 | $3,689+73.1% | $3,930+62.5% | $2,098+204.3% |
| Participant deferral / active EE | $9,231 | $6,963+32.6% | $5,383+71.5% | $3,265+182.7% |
| Admin fee / account holder | $140 | $71+96.7% | $8,926-98.4% | $92+52.2% |