Filed June 29, 2010 (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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $104,182 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $79,560 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $50,400 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $48,269 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,803 | $138,427+45.8% | $97,995+105.9% | $69,631+189.8% |
| Participation rate | 97.7% | 90.0%+7.7pp | 82.4%+15.3pp | 70.7%+27.0pp |
| Annual return | 18.31% | 26.21%-7.9pp | 23.94%-5.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $6,310 | $4,858+29.9% | $4,158+51.7% | $2,032+210.5% |
| Participant deferral / active EE | $8,397 | $7,165+17.2% | $5,097+64.8% | $3,224+160.5% |
| Admin fee / account holder | $220 | $101+118.5% | $5,943-96.3% | $110+99.3% |