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: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $713,754 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $586,820 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 33 3030 N. ROCKY POINT DR. WEST · TAMPA, FL 33607 | Securities brokerage | $285,319 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,610 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,090 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 · EIN 13-1614399 | Contract Administrator | $48 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE 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 | $50,883 | $53,684-5.2% | $170,442-70.1% | $80,976-37.2% |
| Participation rate | 99.8% | 69.2%+30.6pp | 83.6%+16.2pp | 68.3%+31.5pp |
| Annual return | 24.31% | 25.97%-1.7pp | 205.93%-181.6pp | 22.91%+1.4pp |
| Employer contribution / active EE | $3,957 | $1,642+141.0% | $5,433-27.2% | $2,402+64.7% |
| Participant deferral / active EE | $4,253 | $3,017+41.0% | $4,939-13.9% | $3,848+10.5% |
| Admin fee / account holder | $53 | $46+15.1% | $13,880-99.6% | $67-20.9% |