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 | $44,482 |
LAWLEY RETIREMENT ADVISORS LLC2+ years Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $17,771 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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 | $33,680 | $46,173-27.1% | $170,442-80.2% | $69,631-51.6% |
| Participation rate | 72.8% | 63.9%+8.9pp | 83.6%-10.8pp | 70.7%+2.1pp |
| Annual return | 18.11% | 21.62%-3.5pp | 205.93%-187.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $518 | $1,610-67.8% | $5,433-90.5% | $2,032-74.5% |
| Participant deferral / active EE | $2,104 | $2,080+1.1% | $4,939-57.4% | $3,224-34.7% |
| Admin fee / account holder | $137 | $116+18.4% | $13,880-99.0% | $110+24.3% |