Filed December 18, 2009
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 | $20,731 |
LAWLEY RETIREMENT ADVISORS LLC1+ years Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $10,028 |
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 | $28,953 | $36,916-21.6% | $156,549-81.5% | $57,658-49.8% |
| Participation rate | 88.0% | 63.4%+24.5pp | 84.0%+3.9pp | 70.2%+17.7pp |
| Annual return | 9.57% | 12.38%-2.8pp | 32.23%-22.7pp | 5.13%+4.4pp |
| Employer contribution / active EE | $600 | $1,571-61.8% | $5,501-89.1% | $1,974-69.6% |
| Participant deferral / active EE | $2,281 | $1,926+18.4% | $4,871-53.2% | $3,061-25.5% |
| Admin fee / account holder | $159 | $82+93.1% | $13,027-98.8% | $95+68.5% |