Filed September 21, 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 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,448 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,915 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,460 | $53,136-29.5% | $155,509-75.9% | $199,593-81.2% |
| Participation rate | 90.4% | 64.1%+26.3pp | 78.2%+12.2pp | 72.0%+18.4pp |
| Annual return | 14.60% | 41.15%-26.5pp | 64.67%-50.1pp | 34.25%-19.6pp |
| Employer contribution / active EE | $444 | $1,851-76.0% | $4,672-90.5% | $3,034-85.4% |
| Participant deferral / active EE | $785 | $3,161-75.1% | $5,626-86.0% | $5,087-84.6% |
| Admin fee / account holder | $21 | $185-88.6% | $15,912-99.9% | $269-92.1% |