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 LLC5+ years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $44,279 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,996 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,129 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,747 |
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 | $55,284 | $60,795-9.1% | $69,455-20.4% | $65,185-15.2% |
| Participation rate | 97.4% | 74.9%+22.6pp | 74.6%+22.8pp | 70.2%+27.2pp |
| Annual return | 22.03% | 17.46%+4.6pp | 28.97%-6.9pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,466 | $2,452+0.6% | $2,779-11.2% | $2,177+13.3% |
| Participant deferral / active EE | $4,607 | $3,162+45.7% | $3,535+30.3% | $3,514+31.1% |
| Admin fee / account holder | $55 | $314-82.5% | $3,839-98.6% | $847-93.5% |