Filed January 10, 1997
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 |
|---|---|---|
FORUSALL, INC.1 year Filed as: FORUSALL Service code 27 665 THIRD ST STE 400 · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $15,429 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,571 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,613 | $29,369+140.4% | $77,482-8.9% | $73,409-3.8% |
| Participation rate | 23.0% | 37.9%-15.0pp | 54.2%-31.2pp | 72.2%-49.2pp |
| Annual return | 18.46% | 358.15%-339.7pp | 54.79%-36.3pp | 59.29%-40.8pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $784 | $941-16.6% | $1,861-57.9% | $3,805-79.4% |
| Admin fee / account holder | $216 | $123+76.2% | $2,858-92.4% | $158+37.0% |