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 | $1,247,456 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $984,730 |
MZ KARK & ASSOCIATES1 year Filed as: MZ KARK & ASSOCIATES INC. Service code 71 · EIN 84-0841824 | Brokerage Fees | $9,700 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $6,500 |
PHYSICIAN WEALTH SOLUTIONS3 years Service code 71 · EIN 46-3705575 | Brokerage Fees | $3,956 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 64 · EIN 06-0566090 | Recordkeeping Fees | $766 |
SHARIAPORTFOLIO INC1 year Filed as: SHARIAPORTFOLIO Service code 71 · EIN 47-2224652 | Brokerage Fees | $221 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 71 · EIN 38-2340348 | Brokerage Fees | $64 |
Filed as: MUTUAL OF AMERICA Service code 64 · EIN 13-1614399 | Recordkeeping Fees | $24 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,703 | $66,513+19.8% | $178,490-55.3% | $106,222-25.0% |
| Participation rate | 98.3% | 73.8%+24.6pp | 81.9%+16.4pp | 70.8%+27.5pp |
| Annual return | 21.58% | 21.81%-0.2pp | 151.07%-129.5pp | 21.69%-0.1pp |
| Employer contribution / active EE | $3,675 | $1,776+106.9% | $5,011-26.7% | $2,723+34.9% |
| Participant deferral / active EE | $5,061 | $3,679+37.6% | $5,202-2.7% | $4,600+10.0% |
| Admin fee / account holder | $109 | $53+103.8% | $13,984-99.2% | $78+39.0% |