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 | $34,423 |
LAWLEY RETIREMENT ADVISORS LLC4+ years Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $20,745 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49 |
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 | $33,521 | $62,928-46.7% | $172,739-80.6% | $67,579-50.4% |
| Participation rate | 85.2% | 64.5%+20.7pp | 82.6%+2.5pp | 71.3%+13.9pp |
| Annual return | 21.16% | 30.36%-9.2pp | 802.84%-781.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $478 | $1,636-70.8% | $5,143-90.7% | $2,148-77.7% |
| Participant deferral / active EE | $2,500 | $2,145+16.6% | $5,198-51.9% | $3,539-29.4% |
| Admin fee / account holder | $144 | $167-13.7% | $13,954-99.0% | $142+1.1% |