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: ADVISED ASSETS GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $954,784 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $896,099 |
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 | $187,240 | $97,018+93.0% | $149,696+25.1% | $106,222+76.3% |
| Participation rate | 92.1% | 67.0%+25.1pp | 82.5%+9.6pp | 70.8%+21.3pp |
| Annual return | 15.30% | 24.13%-8.8pp | 276.60%-261.3pp | 21.69%-6.4pp |
| Employer contribution / active EE | $3,681 | $2,520+46.1% | $4,644-20.7% | $2,723+35.2% |
| Participant deferral / active EE | $8,930 | $5,988+49.1% | $6,842+30.5% | $4,600+94.1% |
| Admin fee / account holder | $86 | $72+19.5% | $9,309-99.1% | $78+9.9% |