Filed November 8, 2014 (most recent of 4 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 INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $56,278 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-3159710 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,093 | $78,275-38.6% | $109,143-55.9% | $86,799-44.6% |
| Participation rate | 99.5% | 73.8%+25.6pp | 75.9%+23.6pp | 72.3%+27.2pp |
| Annual return | 14.60% | 19.14%-4.5pp | 25.75%-11.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $997 | $3,105-67.9% | $3,722-73.2% | $2,405-58.6% |
| Participant deferral / active EE | $3,602 | $3,641-1.1% | $4,653-22.6% | $4,131-12.8% |
| Admin fee / account holder | $116 | $198-41.4% | $6,752-98.3% | $170-31.4% |