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: GREAT WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $300,433 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $159,967 |
COWEN & COMPANY LLC2 years Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $20,832 |
CHARLES SCHWAB & CO., INC.3 years Service code 50 · EIN 94-1737782 | Direct Payment | $2,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,174 | $144,389+46.9% | $90,782+133.7% | $75,289+181.8% |
| Participation rate | 99.3% | 92.2%+7.2pp | 82.7%+16.7pp | 72.4%+26.9pp |
| Annual return | -4.29% | 0.91%-5.2pp | -3.42%-0.9pp | -0.04%-4.3pp |
| Employer contribution / active EE | $6,559 | $4,529+44.8% | $4,105+59.8% | $2,405+172.7% |
| Participant deferral / active EE | $10,078 | $7,882+27.9% | $5,366+87.8% | $3,739+169.6% |
| Admin fee / account holder | $177 | $102+72.6% | $5,908-97.0% | $102+72.8% |