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 | $10,045 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,167 |
EVEREN SECURITIES INC3 years Filed as: EVEREN SECURITIES INC. Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $2,091 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $2,091 |
UNITED BENEFIT PENSIONS INC.5+ years Service code 13 175 BROADHOLLOW ROAD, SUITE 160 · MELVILLE, NY 11747 | Contract Administrator | $1,950 |
UNITED BENEFIT PENSIONS INC.2 years Filed as: UNITED BENEFIT PENSIONS Service code 13 | Contract Administrator | $1,828 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC L Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,268 | $52,953-74.9% | $172,739-92.3% | $65,185-79.6% |
| Participation rate | 45.6% | 66.2%-20.6pp | 82.6%-37.1pp | 70.2%-24.6pp |
| Annual return | 17.79% | 30.12%-12.3pp | 802.84%-785.1pp | 29.38%-11.6pp |
| Employer contribution / active EE | $823 | $2,190-62.4% | $5,143-84.0% | $2,177-62.2% |
| Participant deferral / active EE | $980 | $2,471-60.4% | $5,198-81.2% | $3,514-72.1% |
| Admin fee / account holder | $89 | $472-81.1% | $13,954-99.4% | $847-89.5% |