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 | $43,364 |
SECURITIES AMERICA INC8+ years Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD. · LA VISTA, NE 68103 | Other Commissions | $18,517 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $8,162 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Contract Administrator | $1,235 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $396 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,752 | $86,655-24.1% | $119,609-45.0% | $66,914-1.7% |
| Participation rate | 78.2% | 75.6%+2.6pp | 79.3%-1.1pp | 69.8%+8.3pp |
| Annual return | -16.31% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,751 | $2,536-31.0% | $4,232-58.6% | $2,544-31.2% |
| Participant deferral / active EE | $4,134 | $4,358-5.1% | $5,602-26.2% | $4,237-2.4% |
| Admin fee / account holder | $389 | $755-48.4% | $10,323-96.2% | $593-34.4% |