Filed March 21, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $365,946 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 33 3030 N. ROCKY POINT DR. WEST, SUITE · TAMPA, FL 33607 | Securities brokerage | $258,618 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,823 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,965 |
LARSON FINANCIAL GROUP LLC1+ years Filed as: LARSON FINANCIAL GROUP Service code 71 1015 CORPORATE SQUARE DR STE 300 · ST LOUIS, MO 63132 | Brokerage Fees | $546 |
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 | $45,758 | $46,516-1.6% | $147,614-69.0% | $69,651-34.3% |
| Participation rate | 89.9% | 65.8%+24.1pp | 84.6%+5.3pp | 66.6%+23.3pp |
| Annual return | 1.00% | 9.48%-8.5pp | 61.98%-61.0pp | 53.77%-52.8pp |
| Employer contribution / active EE | $2,291 | $1,393+64.4% | $5,564-58.8% | $2,241+2.2% |
| Participant deferral / active EE | $3,494 | $2,719+28.5% | $4,895-28.6% | $3,635-3.9% |
| Admin fee / account holder | $73 | $45+63.1% | $11,611-99.4% | $63+15.5% |