Filed October 2, 2012
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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $173,867 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80,828 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,064 | $96,403-37.7% | $93,606-35.8% | $77,787-22.8% |
| Participation rate | 94.5% | 87.6%+6.8pp | 75.8%+18.6pp | 73.2%+21.3pp |
| Annual return | 18.81% | 39.36%-20.5pp | 32.76%-13.9pp | 32.57%-13.8pp |
| Employer contribution / active EE | $2,724 | $3,616-24.7% | $2,718+0.2% | $2,504+8.8% |
| Participant deferral / active EE | $5,085 | $5,341-4.8% | $4,069+25.0% | $3,967+28.2% |
| Admin fee / account holder | $150 | $90+67.2% | $7,888-98.1% | $100+49.6% |