Filed September 8, 2006
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) | $264,925 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $106,657 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
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 | $84,776 | $64,311+31.8% | $110,238-23.1% | $75,289+12.6% |
| Participation rate | 95.3% | 79.3%+16.0pp | 79.8%+15.5pp | 72.4%+22.9pp |
| Annual return | -5.04% | -1.74%-3.3pp | 314.74%-319.8pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,097 | $2,404-12.8% | $3,826-45.2% | $2,405-12.8% |
| Participant deferral / active EE | $3,804 | $3,892-2.3% | $4,672-18.6% | $3,739+1.7% |
| Admin fee / account holder | $118 | $88+34.3% | $8,547-98.6% | $102+15.0% |