Filed April 27, 2006
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 |
|---|---|---|
401K ADVISORS INC1 year Filed as: 401K ADVISORS INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $59,500 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $5,518 |
AMERICAN FUNDS5 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP5 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NORTHERN FUNDS5 years Service code 52 · EIN 36-3209613 | Indirect Investment Fees | $0 |
PARNASSUS5 years Service code 52 · EIN 94-6633178 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,451 | $63,745+289.8% | $98,442+152.4% | $79,386+213.0% |
| Participation rate | 92.4% | 69.9%+22.5pp | 73.3%+19.0pp | 70.7%+21.7pp |
| Annual return | 13.07% | 625.80%-612.7pp | 1492.73%-1479.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $8,037 | $2,557+214.3% | $2,960+171.5% | $2,427+231.1% |
| Participant deferral / active EE | $12,108 | $3,303+266.5% | $4,276+183.2% | $4,046+199.3% |
| Admin fee / account holder | $25 | $516-95.1% | $5,949-99.6% | $626-95.9% |