Filed June 26, 2013 (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 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 49 · EIN 84-0467907 | Other Services | $120,908 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 · EIN 45-1600395 | Advisory (Plan) | $44,958 |
ALLSPRING1 year Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 04-3106135 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Employer contribution per participant 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 | $28,982 | $56,485-48.7% | $185,823-84.4% | $86,799-66.6% |
| Participation rate | 90.6% | 65.5%+25.1pp | 81.7%+8.9pp | 72.3%+18.3pp |
| Annual return | 16.05% | 118.04%-102.0pp | 122.05%-106.0pp | 97.91%-81.9pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,118 | $2,553+22.1% | $5,568-44.0% | $4,131-24.5% |
| Admin fee / account holder | $171 | $150+14.2% | $16,237-98.9% | $170+0.7% |