Filed July 23, 2014
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 |
|---|---|---|
THE DAVID J. YVARS GROUP1 year Filed as: THE DAVID J YVARS GROUP Service code 27 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Plan) | $28,557 |
Filed as: CREATIVE PENSION CONSULTANTS, INC Service code 13 · EIN 14-1759450 433 NEW KARNER ROAD · ALBANY, NY 12205 | Contract Administrator | $10,607 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,938 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66 |
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 | $32,659 | $47,977-31.9% | $154,107-78.8% | $56,287-42.0% |
| Participation rate | 70.5% | 66.2%+4.3pp | 83.0%-12.6pp | 69.9%+0.6pp |
| Annual return | -2.40% | 3.54%-5.9pp | 735.12%-737.5pp | -9.96%+7.6pp |
| Employer contribution / active EE | $1,703 | $2,169-21.5% | $5,298-67.8% | $2,111-19.3% |
| Participant deferral / active EE | $1,459 | $2,392-39.0% | $5,081-71.3% | $3,350-56.4% |
| Admin fee / account holder | $26 | $438-94.0% | $13,411-99.8% | $521-94.9% |