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 | $1,183,910 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $859,545 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,740 | $107,662+90.2% | $159,436+28.4% | $106,520+92.2% |
| Participation rate | 91.5% | 69.4%+22.2pp | 82.8%+8.7pp | 71.3%+20.2pp |
| Annual return | 14.37% | 22.17%-7.8pp | 263.57%-249.2pp | 19.28%-4.9pp |
| Employer contribution / active EE | $3,857 | $2,741+40.7% | $4,829-20.1% | $2,840+35.8% |
| Participant deferral / active EE | $9,384 | $6,799+38.0% | $7,352+27.6% | $4,948+89.7% |
| Admin fee / account holder | $94 | $69+36.7% | $10,799-99.1% | $75+25.8% |