Filed November 9, 2005
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 | $21,353 |
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 | Other Commissions | $18,555 |
LIFETIME BENEFIT SOLUTIONS5+ years Service code 13 · EIN 16-1171765 165 COURT STREET · ROCHESTER, NY 14647 | Contract Administrator | $9,947 |
FLAHERTY SALMIN, LLP2 years Filed as: SALMIN,CELONA, WHERLE &FLAHERTY LLP Service code 10 · EIN 16-1451346 | Accounting | $7,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,060 |
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 | $62,598 | $65,376-4.2% | $87,100-28.1% | $65,185-4.0% |
| Participation rate | 85.3% | 75.3%+9.9pp | 76.9%+8.4pp | 70.2%+15.1pp |
| Annual return | 21.73% | 31.27%-9.5pp | 28.19%-6.5pp | 29.38%-7.6pp |
| Employer contribution / active EE | $619 | $1,822-66.0% | $2,521-75.4% | $2,177-71.5% |
| Participant deferral / active EE | $3,999 | $3,388+18.0% | $4,049-1.2% | $3,514+13.8% |
| Admin fee / account holder | $243 | $520-53.3% | $7,497-96.8% | $847-71.4% |