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 INC2+ years Filed as: SECURITIES SERVICE NETWORK Service code 55 9729 COGDILL RD STE 301 · KNOXVILLE, TN 379323426 | Other Commissions | $26,338 |
Service code 10 PO BOX 518 · EL CENTRO, CA 92244 | Accounting | $13,000 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,780 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,158 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33 |
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 | $172,946 | $80,753+114.2% | $136,294+26.9% | $62,292+177.6% |
| Participation rate | 98.5% | 73.5%+25.0pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 16.54% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $6,456 | $2,884+123.9% | $4,695+37.5% | $2,042+216.1% |
| Participant deferral / active EE | $6,882 | $5,164+33.3% | $6,247+10.2% | $3,169+117.1% |
| Admin fee / account holder | $64 | $525-87.9% | $9,243-99.3% | $479-86.7% |