Filed November 5, 2008 (most recent of 3 filings on file)
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 · GRGEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,794 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORP Service code 55 · EIN 20-5076269 PO BOX 5097 · APPLETON, WI 54912 | Other Commissions | $0 |
ONEIDA SAVINGS BANK1+ years Service code 13 5232 WITZ DRIVE · N SYRACUSE, NY 13212 | Contract Administrator | $0 |
ONEIDA SAVINGS BANK1+ years Filed as: ONEIDA WEALTH MANAGEMENT INC Service code 55 706 N CLINTON ST · SYRACUSE, NY 13204 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,910 | $69,977-38.7% | $108,579-60.5% | $62,891-31.8% |
| Participation rate | 82.6% | 72.9%+9.7pp | 79.6%+3.0pp | 69.3%+13.3pp |
| Annual return | 12.88% | 10.73%+2.1pp | -51.70%+64.6pp | 20.14%-7.3pp |
| Employer contribution / active EE | $375 | $2,135-82.5% | $3,758-90.0% | $2,281-83.6% |
| Participant deferral / active EE | $2,076 | $3,165-34.4% | $4,311-51.8% | $3,203-35.2% |
| Admin fee / account holder | $267 | $5,076-94.7% | $7,645-96.5% | $4,296-93.8% |