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 | $34,862 |
LAWLEY RETIREMENT ADVISORS LLC5+ years Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $22,708 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $232 |
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 | $39,864 | $52,293-23.8% | $178,490-77.7% | $73,409-45.7% |
| Participation rate | 93.9% | 65.3%+28.5pp | 81.9%+11.9pp | 72.2%+21.7pp |
| Annual return | 14.46% | 34.75%-20.3pp | 151.07%-136.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $597 | $1,735-65.6% | $5,011-88.1% | $2,234-73.3% |
| Participant deferral / active EE | $2,832 | $2,332+21.4% | $5,202-45.5% | $3,805-25.6% |
| Admin fee / account holder | $153 | $127+20.1% | $13,984-98.9% | $158-3.1% |