Filed June 1, 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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $27,540 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,375 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $970 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,871 | $51,769-17.2% | $57,343-25.2% | $52,331-18.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 0.83% | 2.43%-1.6pp | 24.39%-23.6pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,580 | $2,335+10.5% | $2,689-4.0% | $1,882+37.1% |
| Participant deferral / active EE | $3,846 | $2,794+37.7% | $3,162+21.6% | $3,022+27.3% |
| Admin fee / account holder | $13 | $295-95.6% | $3,356-99.6% | $592-97.8% |