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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,227 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,595 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,592 |
CETERA ADVISOR NETWORKS LLC6+ years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,838 | $65,322-9.9% | $70,449-16.5% | $73,488-19.9% |
| Participation rate | 86.8% | 77.0%+9.9pp | 75.1%+11.8pp | 70.7%+16.2pp |
| Annual return | 13.48% | 15.71%-2.2pp | 109.03%-95.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $146 | $2,460-94.1% | $2,737-94.7% | $2,270-93.6% |
| Participant deferral / active EE | $3,658 | $3,375+8.4% | $3,709-1.4% | $3,740-2.2% |
| Admin fee / account holder | $56 | $214-74.0% | $3,845-98.6% | $513-89.1% |