Filed January 14, 1998 (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 5-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 49 · EIN 84-0467907 | Other Services | $96,126 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,778 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO1+ years Service code 52 · EIN 13-3955887 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-3159710 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
VICTORY1+ years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $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 | $79,665 | $48,166+65.4% | $96,562-17.5% | $93,030-14.4% |
| Participation rate | 29.7% | 65.1%-35.4pp | 69.8%-40.1pp | 73.9%-44.2pp |
| Annual return | 0.00% | 21.31%-21.3pp | 37.78%-37.8pp | 158.70%-158.7pp |
| Employer contribution / active EE | $471 | $1,070-55.9% | $2,356-80.0% | $2,706-82.6% |
| Participant deferral / active EE | $1,411 | $2,576-45.2% | $3,849-63.3% | $4,562-69.1% |
| Admin fee / account holder | $151 | $110+36.9% | $6,181-97.6% | $152-0.5% |