Filed March 1, 2002
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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH + CONSULTING Service code 27 15 SOUTH RAYMOND AVENUE · PASADENA, CA 91105 | Advisory (Plan) | $109,074 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,527 | $144,996+5.2% | $111,297+37.0% | $93,030+64.0% |
| Participation rate | 99.3% | 86.2%+13.2pp | 77.3%+22.0pp | 73.9%+25.4pp |
| Annual return | 15.19% | 18.26%-3.1pp | 54.65%-39.5pp | 158.70%-143.5pp |
| Employer contribution / active EE | $5,894 | $3,056+92.9% | $2,731+115.8% | $2,706+117.8% |
| Participant deferral / active EE | $5,462 | $5,587-2.3% | $4,487+21.7% | $4,562+19.7% |
| Admin fee / account holder | $32 | $103-68.9% | $7,964-99.6% | $152-78.8% |