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 | $187,417 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $123,333 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,312 | $114,195-41.1% | $106,548-36.8% | $93,030-27.6% |
| Participation rate | 95.5% | 86.4%+9.1pp | 76.1%+19.3pp | 73.9%+21.6pp |
| Annual return | 14.97% | 22.18%-7.2pp | 26.80%-11.8pp | 158.70%-143.7pp |
| Employer contribution / active EE | $3,208 | $4,009-20.0% | $2,819+13.8% | $2,706+18.6% |
| Participant deferral / active EE | $5,861 | $5,908-0.8% | $4,398+33.3% | $4,562+28.5% |
| Admin fee / account holder | $150 | $105+43.5% | $7,407-98.0% | $152-0.9% |