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 GROUP2 years Filed as: THE DAVID J YVARS GROUP Service code 27 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Plan) | $26,607 |
Filed as: CREATIVE PENSION CONSULTANTS, INC Service code 13 · EIN 14-1759450 433 NEW KARNER ROAD · ALBANY, NY 12205 | Contract Administrator | $19,845 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $465 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,379 | $62,928-40.6% | $172,739-78.4% | $67,579-44.7% |
| Participation rate | 60.4% | 64.5%-4.0pp | 82.6%-22.2pp | 71.3%-10.8pp |
| Annual return | 19.84% | 30.36%-10.5pp | 802.84%-783.0pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,472 | $1,636-10.0% | $5,143-71.4% | $2,148-31.5% |
| Participant deferral / active EE | $1,374 | $2,145-35.9% | $5,198-73.6% | $3,539-61.2% |
| Admin fee / account holder | $60 | $167-64.0% | $13,954-99.6% | $142-57.8% |