Filed August 5, 1992
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 | $47,261 |
AMERICAN CENTURY5 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO3 years Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WILMINGTON TRUST3 years Service code 52 · EIN 81-4484368 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,656 | $93,131-12.3% | $106,548-23.4% | $86,799-5.9% |
| Participation rate | 94.0% | 81.4%+12.6pp | 76.1%+17.9pp | 72.3%+21.7pp |
| Annual return | 10.82% | 19.45%-8.6pp | 26.80%-16.0pp | 97.91%-87.1pp |
| Employer contribution / active EE | $2,229 | $2,895-23.0% | $2,819-20.9% | $2,405-7.3% |
| Participant deferral / active EE | $3,898 | $4,708-17.2% | $4,398-11.4% | $4,131-5.6% |
| Admin fee / account holder | $71 | $145-50.9% | $7,407-99.0% | $170-58.0% |