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 | $32,043 |
RBC WEALTH MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 | Other Commissions | $17,795 |
FLAHERTY SALMIN, LLP9+ years Filed as: FLAHERTY SALMIN LLP Service code 10 · EIN 16-1451346 | Accounting | $8,400 |
LIFETIME BENEFIT SOLUTIONS9+ years Service code 13 · EIN 16-1171765 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $5,935 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,500 |
Employer contribution per participant 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 | $75,894 | $76,050-0.2% | $96,544-21.4% | $71,457+6.2% |
| Participation rate | 89.8% | 74.4%+15.4pp | 76.0%+13.8pp | 67.9%+21.8pp |
| Annual return | 15.81% | 22.81%-7.0pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $224 | $2,244-90.0% | $2,965-92.5% | $2,588-91.4% |
| Participant deferral / active EE | $3,791 | $4,215-10.1% | $4,851-21.9% | $4,289-11.6% |
| Admin fee / account holder | $281 | $2,707-89.6% | $8,252-96.6% | $1,587-82.3% |