Filed August 23, 2002
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 INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $25,919 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
Filed as: KESTRA ADVISOR SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,137 |
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 |
BLACKROCK2 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN CAPITAL MANAGEMENT Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
CALVERT5 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | 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 | $71,760 | $70,879+1.2% | $189,557-62.1% | $79,386-9.6% |
| Participation rate | 86.9% | 68.0%+18.9pp | 78.4%+8.4pp | 70.7%+16.2pp |
| Annual return | 14.60% | 20.70%-6.1pp | 64.17%-49.6pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,232 | $1,806+23.6% | $4,412-49.4% | $2,427-8.0% |
| Participant deferral / active EE | $7,549 | $4,081+85.0% | $6,174+22.3% | $4,046+86.6% |
| Admin fee / account holder | $182 | $647-71.9% | $9,807-98.1% | $626-71.0% |