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 LLC8+ years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $43,087 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,252 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,416 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,935 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,505 | $42,894+20.1% | $60,874-15.4% | $68,494-24.8% |
| Participation rate | 73.5% | 66.8%+6.7pp | 73.1%+0.4pp | 67.9%+5.6pp |
| Annual return | -17.86% | -13.98%-3.9pp | 16.90%-34.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,338 | $2,867+86.2% | $3,817+39.9% | $4,027+32.6% |
| Admin fee / account holder | $58 | $3,101-98.1% | $3,224-98.2% | $5,403-98.9% |