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) | $126,980 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $83,937 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $53,025 |
WILLIS TOWERS WATSON US LLC4+ years 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 | $182,946 | $144,389+26.7% | $90,782+101.5% | $75,289+143.0% |
| Participation rate | 98.4% | 92.2%+6.2pp | 82.7%+15.8pp | 72.4%+26.0pp |
| Annual return | -3.82% | 0.91%-4.7pp | -3.42%-0.4pp | -0.04%-3.8pp |
| Employer contribution / active EE | $6,628 | $4,529+46.3% | $4,105+61.5% | $2,405+175.6% |
| Participant deferral / active EE | $8,867 | $7,882+12.5% | $5,366+65.2% | $3,739+137.2% |
| Admin fee / account holder | $234 | $102+128.4% | $5,908-96.0% | $102+128.6% |