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 INC4+ years Filed as: SECURITIES SERVICE NETWORK Service code 55 9729 COGDILL RD STE 301 · KNOXVILLE, TN 379323426 | Other Commissions | $27,856 |
HUTCHINSON AND BLOODGOOD LLP3 years Service code 10 PO BOX 518 · EL CENTRO, CA 92244 | Accounting | $13,000 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $11,140 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $989 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $193,704 | $89,652+116.1% | $141,162+37.2% | $65,185+197.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.31% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $6,952 | $3,065+126.8% | $4,735+46.8% | $2,177+219.4% |
| Participant deferral / active EE | $7,927 | $5,691+39.3% | $6,709+18.1% | $3,514+125.6% |
| Admin fee / account holder | $68 | $569-88.0% | $10,261-99.3% | $847-92.0% |