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 AMERICA INC. Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $34,183 |
HUTCHINSON AND BLOODGOOD LLP6 years Service code 10 PO BOX 518 · EL CENTRO, CA 92244 | Accounting | $13,500 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $11,200 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,615 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,761 | $84,487+135.3% | $125,339+58.6% | $66,914+197.0% |
| Participation rate | 98.3% | 76.4%+21.8pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | -15.23% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $8,243 | $3,553+132.0% | $4,814+71.2% | $2,544+224.0% |
| Participant deferral / active EE | $11,218 | $6,781+65.4% | $7,446+50.7% | $4,237+164.8% |
| Admin fee / account holder | $144 | $685-78.9% | $10,010-98.6% | $593-75.7% |