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 GROUP5 years Filed as: THE DAVID J YVARS GROUP Service code 27 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Plan) | $38,725 |
Filed as: CREATIVE PENSION CONSULTANTS, INC Service code 13 · EIN 14-1759450 435 NEW KARNER ROAD, CONCORD STREET · ALBANY, NY 12205 | Contract Administrator | $29,529 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,178 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $31,878 | $65,061-51.0% | $143,757-77.8% | $66,914-52.4% |
| Participation rate | 75.1% | 65.2%+9.9pp | 80.3%-5.2pp | 69.8%+5.3pp |
| Annual return | -14.22% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,196 | $2,361-7.0% | $4,951-55.6% | $2,544-13.7% |
| Participant deferral / active EE | $2,046 | $2,919-29.9% | $5,637-63.7% | $4,237-51.7% |
| Admin fee / account holder | $65 | $502-87.1% | $14,673-99.6% | $593-89.1% |