Filed September 11, 2012
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 49 · EIN 84-0467907 | Other Services | $186,954 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,297 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS5 years Service code 52 · EIN 26-6447574 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,154 | $66,528-9.6% | $86,874-30.8% | $86,799-30.7% |
| Participation rate | 93.4% | 72.4%+21.0pp | 71.6%+21.7pp | 72.3%+21.1pp |
| Annual return | 12.77% | 19.56%-6.8pp | 63.52%-50.8pp | 97.91%-85.1pp |
| Employer contribution / active EE | $859 | $2,007-57.2% | $2,495-65.6% | $2,405-64.3% |
| Participant deferral / active EE | $2,564 | $3,240-20.9% | $3,699-30.7% | $4,131-37.9% |
| Admin fee / account holder | $235 | $148+59.0% | $5,828-96.0% | $170+38.9% |