Filed April 7, 2014 (most recent of 3 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 7-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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $57,274 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP4+ years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 52 · EIN 23-2439140 | 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 | $68,578 | $111,491-38.5% | $189,513-63.8% | $86,799-21.0% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.8%+10.6pp | 72.3%+26.1pp |
| Annual return | 14.25% | 83.50%-69.2pp | 555.15%-540.9pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,560 | $3,951-60.5% | $6,162-74.7% | $2,405-35.1% |
| Participant deferral / active EE | $4,453 | $6,437-30.8% | $8,221-45.8% | $4,131+7.8% |
| Admin fee / account holder | $173 | $189-8.6% | $12,045-98.6% | $170+1.7% |