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 | $34,582 |
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 | Other Commissions | $21,221 |
LIFETIME BENEFIT SOLUTIONS6+ years Service code 13 · EIN 16-1171765 165 COURT STREET · ROCHESTER, NY 14647 | Contract Administrator | $10,283 |
FLAHERTY SALMIN, LLP3 years Filed as: SALMIN,CELONA, WHERLE &FLAHERTY LLP Service code 10 · EIN 16-1451346 | Accounting | $7,600 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,288 | $73,638-14.1% | $95,952-34.0% | $73,488-13.9% |
| Participation rate | 81.9% | 76.2%+5.7pp | 77.1%+4.8pp | 70.7%+11.2pp |
| Annual return | 18.17% | 16.78%+1.4pp | 91.61%-73.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $831 | $1,863-55.4% | $2,541-67.3% | $2,270-63.4% |
| Participant deferral / active EE | $3,820 | $3,617+5.6% | $4,167-8.3% | $3,740+2.2% |
| Admin fee / account holder | $284 | $482-41.2% | $6,795-95.8% | $513-44.7% |