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 | $33,611 |
LAWLEY RETIREMENT ADVISORS LLC3+ years Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $19,883 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,354 | $37,196-21.1% | $154,107-81.0% | $55,725-47.3% |
| Participation rate | 87.4% | 64.1%+23.3pp | 83.0%+4.4pp | 70.9%+16.6pp |
| Annual return | -6.62% | 1319.68%-1326.3pp | 735.12%-741.7pp | 244.93%-251.6pp |
| Employer contribution / active EE | $523 | $1,614-67.6% | $5,298-90.1% | $2,078-74.8% |
| Participant deferral / active EE | $2,396 | $2,068+15.9% | $5,081-52.8% | $3,356-28.6% |
| Admin fee / account holder | $147 | $102+44.3% | $13,411-98.9% | $115+27.3% |