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 | $6,320 |
EVEREN SECURITIES INC6 years Filed as: EVEREN SECURITIES INC. Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $1,409 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $1,409 |
UNITED BENEFIT PENSIONS INC.5 years Filed as: UNITED BENEFIT PENSIONS Service code 13 | Contract Administrator | $1,362 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,155 |
UNITED BENEFIT PENSIONS INC.8+ years Service code 13 175 BROADHOLLOW ROAD, SUITE 160 · MELVILLE, NY 11747 | Contract Administrator | $950 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC L Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,038 | $215,321-94.9% | $143,757-92.3% | - |
| Participation rate | 53.5% | 60.1%-6.5pp | 80.3%-26.8pp | - |
| Annual return | -12.20% | -15.45%+3.3pp | -0.04%-12.2pp | - |
| Employer contribution / active EE | $1,054 | $1,875-43.8% | $4,951-78.7% | - |
| Participant deferral / active EE | $1,152 | $2,485-53.6% | $5,637-79.6% | - |
| Admin fee / account holder | $53 | $36,394-99.9% | $14,673-99.6% | - |