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 LLC4+ years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $43,106 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,557 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,553 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,874 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,270 | $55,002-3.1% | $59,878-11.0% | $56,287-5.4% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.7%+24.5pp | 69.9%+29.3pp |
| Annual return | -5.01% | 1.13%-6.1pp | 3.46%-8.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,537 | $2,448+3.6% | $2,722-6.8% | $2,111+20.2% |
| Participant deferral / active EE | $5,176 | $3,121+65.9% | $3,402+52.2% | $3,350+54.5% |
| Admin fee / account holder | $71 | $236-69.7% | $3,590-98.0% | $521-86.3% |