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 | $915,776 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $763,332 |
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 | $162,199 | $81,548+98.9% | $141,162+14.9% | $89,569+81.1% |
| Participation rate | 91.8% | 64.9%+26.9pp | 82.5%+9.3pp | 69.6%+22.2pp |
| Annual return | 22.52% | 47.43%-24.9pp | 71.39%-48.9pp | 34.56%-12.0pp |
| Employer contribution / active EE | $3,870 | $2,272+70.4% | $4,735-18.3% | $2,584+49.8% |
| Participant deferral / active EE | $8,503 | $5,280+61.1% | $6,709+26.7% | $4,220+101.5% |
| Admin fee / account holder | $77 | $68+13.1% | $10,261-99.2% | $72+7.5% |