Filed December 7, 2010 (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 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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $917,563 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $469,947 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,816 | $71,505+82.9% | $123,544+5.9% | $73,367+78.3% |
| Participation rate | 92.1% | 64.9%+27.2pp | 82.3%+9.8pp | 69.5%+22.6pp |
| Annual return | -4.98% | 6.94%-11.9pp | 119.20%-124.2pp | 173.45%-178.4pp |
| Employer contribution / active EE | $3,186 | $2,011+58.4% | $4,628-31.2% | $2,499+27.5% |
| Participant deferral / active EE | $8,206 | $4,928+66.5% | $6,426+27.7% | $4,033+103.5% |
| Admin fee / account holder | $62 | $66-5.4% | $9,284-99.3% | $68-8.7% |