Filed January 26, 2009 (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 ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $994,168 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $744,797 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $630,477 |
Service code 16 307 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,900 |
CREDIT SUISSE1 year Filed as: CREDIT SUISSE FIRST BOSTON CORP Service code 33 ELEVEN MADISON AVE · NEW YORK, NY 10010 | Securities brokerage | $0 |
DODGE & COX3 years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
HOLLAND & KNIGHT1 year Service code 27 · EIN 59-0663819 | Advisory (Plan) | $0 |
LOOMIS SAYLES6+ years Service code 27 · EIN 04-3200030 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 27 · EIN 04-6956300 | Advisory (Plan) | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT CO LLP Service code 27 · EIN 04-2683227 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,377 | $123,048-23.3% | $81,983+15.1% | $106,222-11.2% |
| Participation rate | 59.3% | 65.1%-5.8pp | 69.2%-10.0pp | 70.8%-11.5pp |
| Annual return | 16.12% | 14.83%+1.3pp | 41.31%-25.2pp | 21.69%-5.6pp |
| Employer contribution / active EE | $448 | $3,893-88.5% | $2,498-82.1% | $2,723-83.6% |
| Participant deferral / active EE | $1,798 | $4,168-56.9% | $3,722-51.7% | $4,600-60.9% |
| Admin fee / account holder | $92 | $116-21.3% | $5,664-98.4% | $78+16.8% |