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 | $1,206,855 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,391 |
MZ KARK & ASSOCIATES1 year Filed as: M Z KARK & ASSOCIATES INC Service code 71 · EIN 84-0841824 | Brokerage Fees | $15,630 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $9,170 |
PHYSICIAN WEALTH SOLUTIONS4 years Service code 71 · EIN 46-3705575 | Brokerage Fees | $5,250 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 71 · EIN 38-2340348 | Brokerage Fees | $2,259 |
SHARIAPORTFOLIO INC4 years Service code 71 · EIN 47-2224652 | Brokerage Fees | $646 |
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 | $84,263 | $68,062+23.8% | $185,823-54.7% | $106,520-20.9% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.7%+17.1pp | 71.3%+27.4pp |
| Annual return | 21.24% | 18.20%+3.0pp | 122.05%-100.8pp | 19.28%+2.0pp |
| Employer contribution / active EE | $3,406 | $1,997+70.5% | $5,167-34.1% | $2,840+19.9% |
| Participant deferral / active EE | $4,381 | $3,990+9.8% | $5,568-21.3% | $4,948-11.4% |
| Admin fee / account holder | $53 | $530% | $16,237-99.7% | $75-29.3% |