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 GROUP6 years Filed as: THE DAVID J YVARS GROUP Service code 27 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Plan) | $38,566 |
Filed as: CREATIVE PENSION CONSULTANTS, INC Service code 13 · EIN 14-1759450 435 NEW KARNER ROAD, CONCORD STREET · ALBANY, NY 12205 | Contract Administrator | $26,498 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,647 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO 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.
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 | $35,894 | $47,126-23.8% | $149,673-76.0% | $74,419-51.8% |
| Participation rate | 69.9% | 63.4%+6.5pp | 78.8%-8.9pp | 70.7%-0.8pp |
| Annual return | 14.26% | 22.75%-8.5pp | 134.42%-120.2pp | 34.38%-20.1pp |
| Employer contribution / active EE | $2,139 | $1,905+12.2% | $4,818-55.6% | $2,637-18.9% |
| Participant deferral / active EE | $1,994 | $2,728-26.9% | $5,680-64.9% | $4,528-56.0% |
| Admin fee / account holder | $58 | $343-83.2% | $13,210-99.6% | $348-83.4% |