Filed September 3, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 41-1447816 | Contract Administrator | $160,198 |
Filed as: MIDWEST PENSION & PROFIT SHARING SV Service code 13 | Contract Administrator | $138,103 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $33,728 |
REDPATH AND COMPANY2 years Filed as: REDPATH AND COMPANY, LTD Service code 50 · EIN 41-0975573 | Direct Payment | $20,500 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $1,962 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,822 | $93,131+23.3% | $106,548+7.8% | $86,799+32.3% |
| Participation rate | 88.0% | 81.4%+6.6pp | 76.1%+11.9pp | 72.3%+15.7pp |
| Annual return | 12.57% | 19.45%-6.9pp | 26.80%-14.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,971 | $2,895+2.6% | $2,819+5.4% | $2,405+23.5% |
| Participant deferral / active EE | $3,775 | $4,708-19.8% | $4,398-14.2% | $4,131-8.6% |
| Admin fee / account holder | $70 | $145-51.5% | $7,407-99.0% | $170-58.5% |