Filed March 1, 2010
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 | $3,376 |
UNITED BENEFIT PENSIONS INC.3+ years Service code 13 · EIN 36-4517541 35 PINELAWN RD STE 103E · MELVILLE, NY 11747 | Contract Administrator | $2,818 |
EVEREN SECURITIES INC1 year Filed as: EVEREN SECURITIES INC. Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $1,422 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $733 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $163 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC L Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $133 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
Filed as: NORTHWEST MUTUAL INVESTMENT SERVICE Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,053 | $55,453-71.1% | $170,442-90.6% | $62,292-74.2% |
| Participation rate | 36.3% | 66.4%-30.1pp | 83.6%-47.3pp | 69.5%-33.3pp |
| Annual return | 16.56% | 21.38%-4.8pp | 205.93%-189.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $616 | $2,164-71.5% | $5,433-88.7% | $2,042-69.8% |
| Participant deferral / active EE | $705 | $2,303-69.4% | $4,939-85.7% | $3,169-77.7% |
| Admin fee / account holder | $43 | $455-90.7% | $13,880-99.7% | $479-91.1% |