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 INC3+ years Filed as: SECURITIES SERVICE NETWORK Service code 55 9729 COGDILL RD STE 301 · KNOXVILLE, TN 379323426 | Other Commissions | $26,465 |
HUTCHINSON AND BLOODGOOD LLP2 years Service code 10 PO BOX 518 · EL CENTRO, CA 92244 | Accounting | $13,000 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,839 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,456 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $118 |
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 | $155,780 | $73,102+113.1% | $123,544+26.1% | $56,287+176.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.13% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $6,391 | $2,977+114.7% | $4,628+38.1% | $2,111+202.8% |
| Participant deferral / active EE | $6,653 | $5,423+22.7% | $6,426+3.5% | $3,350+98.6% |
| Admin fee / account holder | $59 | $554-89.4% | $9,284-99.4% | $521-88.7% |