Filed December 15, 2010
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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,388 |
Filed as: ROBIN S WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $9,510 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,209 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $1,695 |
Service code 13 | Contract Administrator | $1,695 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,285 | $46,292-77.8% | $143,757-92.8% | $64,808-84.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.86% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $418 | $1,910-78.1% | $4,951-91.6% | $2,506-83.3% |
| Participant deferral / active EE | $703 | $2,646-73.4% | $5,637-87.5% | $4,310-83.7% |
| Admin fee / account holder | $124 | $154-19.2% | $14,673-99.2% | $188-33.8% |