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 | $41,550 |
LAWLEY RETIREMENT ADVISORS LLC7+ years Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,580 | $46,292-18.8% | $143,757-73.9% | $64,808-42.0% |
| Participation rate | 89.3% | 64.2%+25.0pp | 80.3%+9.0pp | 71.5%+17.8pp |
| Annual return | -15.84% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $665 | $1,910-65.2% | $4,951-86.6% | $2,506-73.5% |
| Participant deferral / active EE | $3,537 | $2,646+33.7% | $5,637-37.2% | $4,310-17.9% |
| Admin fee / account holder | $189 | $154+22.8% | $14,673-98.7% | $188+0.6% |