Filed June 10, 1997
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 | $44,026 |
SECURITIES AMERICA INC5+ years Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Other Commissions | $20,576 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $8,338 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $1,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,831 | $86,332+7.5% | $125,175-25.8% | $65,185+42.4% |
| Participation rate | 67.2% | 75.3%-8.1pp | 79.8%-12.6pp | 70.2%-3.0pp |
| Annual return | 19.76% | 27.43%-7.7pp | 43.79%-24.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,496 | $2,040-26.7% | $3,865-61.3% | $2,177-31.3% |
| Participant deferral / active EE | $3,571 | $3,537+0.9% | $4,937-27.7% | $3,514+1.6% |
| Admin fee / account holder | $448 | $609-26.5% | $9,702-95.4% | $847-47.1% |