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 | $423,114 |
INDEPENDENT FINALCIAL1 year Filed as: INDEPENDENT FINALCIAL PARTNERS Service code 33 3030 N. ROCKY POINT DR. WEST, SUITE · TAMPA, FL 33607 | Securities brokerage | $261,031 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,540 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,280 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMREITRADE Service code 33 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $43,110-100.0% | $156,549-100.0% | $65,292-100.0% |
| Participation rate | 0.0% | 69.3%-69.3pp | 84.0%-84.0pp | 72.4%-72.4pp |
| Annual return | 17.80% | 11.24%+6.6pp | 32.23%-14.4pp | 11.84%+6.0pp |
| Employer contribution / active EE | $3,372 | $1,702+98.1% | $5,501-38.7% | $2,302+46.5% |
| Participant deferral / active EE | $5,000 | $2,520+98.4% | $4,871+2.7% | $3,579+39.7% |
| Admin fee / account holder | $0 | $47-100.0% | $13,027-100.0% | $57-100.0% |