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 | $282,569 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $161,996 |
COWEN & COMPANY LLC4 years Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $20,747 |
CHARLES SCHWAB & CO., INC.5 years Service code 50 · EIN 94-1737782 | Direct Payment | $260 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,671 | $187,277+62.7% | $112,977+169.7% | $90,288+237.4% |
| Participation rate | 99.2% | 91.6%+7.6pp | 82.6%+16.7pp | 73.4%+25.9pp |
| Annual return | 16.10% | 26.33%-10.2pp | 24.24%-8.1pp | 53.97%-37.9pp |
| Employer contribution / active EE | $7,618 | $5,263+44.8% | $4,255+79.1% | $2,524+201.8% |
| Participant deferral / active EE | $12,061 | $8,833+36.6% | $5,836+106.7% | $4,232+185.0% |
| Admin fee / account holder | $188 | $102+85.0% | $6,294-97.0% | $114+64.8% |