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 |
|---|---|---|
REDHAWK WEALTH ADVISORS1 year Filed as: REDHAWK WEALTH ADVISORS INC Service code 27 7700 FRANCE AVENUE S · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $16,366 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,346 |
HUTCHINSON AND BLOODGOOD LLP7 years Service code 10 PO BOX 518 · EL CENTRO, CA 92244 | Accounting | $13,500 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Advisory (Plan) | $12,040 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $11,020 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,376 | $91,407+120.3% | $135,903+48.2% | $71,457+181.8% |
| Participation rate | 98.4% | 75.7%+22.8pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 18.45% | 29.90%-11.4pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $10,455 | $3,703+182.3% | $4,856+115.3% | $2,588+304.0% |
| Participant deferral / active EE | $10,289 | $7,092+45.1% | $7,758+32.6% | $4,289+139.9% |
| Admin fee / account holder | $329 | $1,266-74.0% | $10,762-96.9% | $1,587-79.3% |