Filed September 6, 2006
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 |
|---|---|---|
SECURITIES AMERICA INC1+ years Filed as: SECURITIES SERVICE NETWORK Service code 55 9729 COGDILL RD STE 301 · KNOXVILLE, TN 379323426 | Other Commissions | $22,283 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 11 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Actuarial | $1,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $528 |
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 | $180,252 | $75,183+139.8% | $123,892+45.5% | $55,167+226.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 12.79% | 19.01%-6.2pp | 47.52%-34.7pp | 169.23%-156.4pp |
| Employer contribution / active EE | $7,313 | $2,823+159.0% | $4,617+58.4% | $1,963+272.7% |
| Participant deferral / active EE | $7,832 | $5,084+54.0% | $5,984+30.9% | $3,054+156.4% |
| Admin fee / account holder | $11 | $663-98.3% | $8,357-99.9% | $504-97.8% |