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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,209,824 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $924,485 |
MZ KARK & ASSOCIATES1 year Filed as: M Z KARK & ASSOCIATES INC. Service code 71 · EIN 84-0841824 | Brokerage Fees | $6,656 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITADE, INC. Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $5,235 |
PHYSICIAN WEALTH SOLUTIONS2 years Service code 71 · EIN 46-3705575 | Brokerage Fees | $3,854 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $829 |
SHARIAPORTFOLIO INC1 year Filed as: SHARIAPORTFOLIO INC. Service code 71 · EIN 47-2224652 | Brokerage Fees | $331 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 · EIN 13-1614399 | Contract Administrator | $24 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
TD AMERITRADE, INC.5+ years 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 | $65,589 | $58,202+12.7% | $172,739-62.0% | $89,569-26.8% |
| Participation rate | 98.3% | 72.8%+25.4pp | 82.6%+15.6pp | 69.6%+28.7pp |
| Annual return | 23.49% | 61.59%-38.1pp | 802.84%-779.4pp | 34.56%-11.1pp |
| Employer contribution / active EE | $4,042 | $1,759+129.8% | $5,143-21.4% | $2,584+56.4% |
| Participant deferral / active EE | $4,806 | $3,335+44.1% | $5,198-7.5% | $4,220+13.9% |
| Admin fee / account holder | $108 | $53+104.9% | $13,954-99.2% | $72+50.4% |