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 | $7,388 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,060 |
EVEREN SECURITIES INC4 years Filed as: EVEREN SECURITIES INC. Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $1,559 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $1,559 |
UNITED BENEFIT PENSIONS INC.3 years Filed as: UNITED BENEFIT PENSIONS Service code 13 | Contract Administrator | $1,466 |
UNITED BENEFIT PENSIONS INC.6+ years Service code 13 175 BROADHOLLOW ROAD, SUITE 160 · MELVILLE, NY 11747 | Contract Administrator | $890 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC L Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,126 | $58,879-82.8% | $178,490-94.3% | $73,488-86.2% |
| Participation rate | 48.7% | 66.2%-17.5pp | 81.9%-33.3pp | 70.7%-22.0pp |
| Annual return | 8.11% | 24.86%-16.8pp | 151.07%-143.0pp | 28.51%-20.4pp |
| Employer contribution / active EE | $1,001 | $2,236-55.2% | $5,011-80.0% | $2,270-55.9% |
| Participant deferral / active EE | $1,128 | $2,567-56.1% | $5,202-78.3% | $3,740-69.8% |
| Admin fee / account holder | $84 | $400-78.9% | $13,984-99.4% | $513-83.5% |