Filed October 3, 1996
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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 POB 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,829 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 13 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $15,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,646 | $72,607-11.0% | $90,749-28.8% | $66,914-3.4% |
| Participation rate | 92.3% | 73.7%+18.6pp | 75.7%+16.6pp | 69.8%+22.5pp |
| Annual return | -14.89% | -12.28%-2.6pp | -12.16%-2.7pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,418 | $2,369+2.1% | $2,921-17.2% | $2,544-5.0% |
| Participant deferral / active EE | $2,649 | $3,977-33.4% | $4,564-42.0% | $4,237-37.5% |
| Admin fee / account holder | $264 | $707-62.7% | $8,445-96.9% | $593-55.5% |