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 | $46,355 |
SECURITIES AMERICA INC6+ years Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Other Commissions | $20,309 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $8,597 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 99 8321 MAIN STREET · WILLIAMSVILLE, NY 14221 | Other Fees | $7,300 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $1,615 |
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 | $94,710 | $81,474+16.2% | $133,956-29.3% | $73,488+28.9% |
| Participation rate | 74.6% | 76.4%-1.8pp | 79.8%-5.3pp | 70.7%+3.9pp |
| Annual return | 12.01% | 19.40%-7.4pp | 45.09%-33.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,535 | $2,209-30.5% | $3,919-60.8% | $2,270-32.4% |
| Participant deferral / active EE | $3,582 | $3,786-5.4% | $5,048-29.0% | $3,740-4.2% |
| Admin fee / account holder | $560 | $713-21.5% | $8,927-93.7% | $513+9.1% |