Filed May 17, 2007
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 |
|---|---|---|
Service code 21 · EIN 74-6082424 | Bank Trustee | $327,619 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $134,750 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $69,444 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $55,979 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,381 | $88,324+300.1% | $115,037+207.2% | $55,191+540.3% |
| Participation rate | 90.1% | 72.5%+17.5pp | 81.4%+8.7pp | 69.2%+20.9pp |
| Annual return | -0.30% | 6.30%-6.6pp | 26.14%-26.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,587 | $2,805+27.9% | $4,608-22.2% | $1,899+88.9% |
| Participant deferral / active EE | $13,115 | $5,042+160.1% | $6,026+117.6% | $3,046+330.5% |
| Admin fee / account holder | $516 | $105+389.3% | $8,175-93.7% | $91+468.0% |