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 | $41,015 |
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 | Other Commissions | $24,043 |
FLAHERTY SALMIN, LLP4 years Filed as: SALMIN,CELONA, WHERLE &FLAHERTY LLP Service code 10 · EIN 16-1451346 | Accounting | $7,700 |
LIFETIME BENEFIT SOLUTIONS7+ years Service code 13 · EIN 16-1171765 165 COURT STREET · ROCHESTER, NY 14647 | Contract Administrator | $5,935 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,865 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,392 | $84,936-25.4% | $111,297-43.0% | $79,386-20.1% |
| Participation rate | 76.5% | 75.9%+0.7pp | 77.3%-0.8pp | 70.7%+5.8pp |
| Annual return | 9.17% | 17.45%-8.3pp | 54.65%-45.5pp | 116.85%-107.7pp |
| Employer contribution / active EE | $786 | $1,979-60.3% | $2,731-71.2% | $2,427-67.6% |
| Participant deferral / active EE | $3,681 | $3,888-5.3% | $4,487-18.0% | $4,046-9.0% |
| Admin fee / account holder | $239 | $537-55.4% | $7,964-97.0% | $626-61.8% |