Filed December 27, 2006 (most recent of 2 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 8-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 INSURANCE Service code 13 · EIN 84-0467907 | Contract Administrator | $77,946 |
Filed as: GALLAGHER BENEFIT SERVICE Service code 49 · EIN 36-4291971 | Other Services | $51,000 |
POYNER & SPRUILL LLP2 years Filed as: POYNER SPRUILL Service code 50 · EIN 56-1493995 | Direct Payment | $15,045 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW & CO. PC Service code 10 · EIN 38-2492570 | Accounting | $8,500 |
AMERICAN FUNDS6 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO6 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGAURD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $827,797-100.0% | $788,447-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.4%-44.4pp |
| Annual return | -36.09% | -4.32%-31.8pp | -3.21%-32.9pp | -14.65%-21.4pp |
| Employer contribution / active EE | $0 | $53,375-100.0% | $46,019-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,631-100.0% |