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 | $49,775 |
SECURITIES AMERICA INC7+ years Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD. · LA VISTA, NE 68103 | Other Commissions | $23,340 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 99 8321 MAIN STREET · WILLIAMSVILLE, NY 14221 | Other Fees | $2,183 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $1,234 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $293 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,290 | $93,182-16.0% | $146,665-46.6% | $79,386-1.4% |
| Participation rate | 73.0% | 76.4%-3.4pp | 80.1%-7.0pp | 70.7%+2.3pp |
| Annual return | 10.45% | 21.61%-11.2pp | 22.74%-12.3pp | 116.85%-106.4pp |
| Employer contribution / active EE | $1,716 | $2,420-29.1% | $4,136-58.5% | $2,427-29.3% |
| Participant deferral / active EE | $4,002 | $4,169-4.0% | $5,506-27.3% | $4,046-1.1% |
| Admin fee / account holder | $486 | $585-16.9% | $10,280-95.3% | $626-22.4% |