Filed January 16, 2015 (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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,000,049 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $669,884 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $181,316 |
INVESCO9+ years Service code 28 · EIN 61-1190024 | Investment Management | $172,440 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $48,500 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-1089318 | Accounting | $42,350 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $12,532 |
JACKSON LEWIS P.C.3 years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $11,161 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,933 | $103,482+118.3% | $112,887+100.1% | $103,482+118.3% |
| Participation rate | 98.8% | 73.3%+25.5pp | 80.5%+18.3pp | 73.3%+25.5pp |
| Annual return | 18.31% | 33.11%-14.8pp | 34.10%-15.8pp | 33.11%-14.8pp |
| Employer contribution / active EE | $9,522 | $3,208+196.8% | $4,563+108.7% | $3,208+196.8% |
| Participant deferral / active EE | $10,689 | $5,207+105.3% | $6,513+64.1% | $5,207+105.3% |
| Admin fee / account holder | $304 | $114+166.3% | $7,047-95.7% | $114+166.3% |