Filed May 5, 2005
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 |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TN 78735 | Other Commissions | $79,914 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $20,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,772 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,557 |
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 | $73,612 | $62,928+17.0% | $172,739-57.4% | $67,579+8.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 18.64% | 30.36%-11.7pp | 802.84%-784.2pp | 378.56%-359.9pp |
| Employer contribution / active EE | $1,587 | $1,636-3.0% | $5,143-69.1% | $2,148-26.1% |
| Participant deferral / active EE | $2,940 | $2,145+37.1% | $5,198-43.4% | $3,539-16.9% |
| Admin fee / account holder | $58 | $167-65.1% | $13,954-99.6% | $142-59.1% |