Filed October 18, 2004
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: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $22,593 |
JACKSON SQUARE PARTNERS1+ years Filed as: JACKSON TUBE SERVICE INC Service code 99 8210 INDUSTRY PARK DR. PO BOX 1650 · PIQUA, OH 45356 | Other Fees | $19,250 |
Filed as: GREAT WEST LIFE AND ANNUITY INSURAN Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,522 |
TRINITY PENSION CONSULTANTS1+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $8,437 |
TRINITY PENSION CONSULTANTS1+ years Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $4,410 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
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 | $53,000 | $54,320-2.4% | $67,652-21.7% | $52,331+1.3% |
| Participation rate | 98.2% | 73.6%+24.6pp | 75.7%+22.5pp | 68.1%+30.1pp |
| Annual return | -1.36% | 6.81%-8.2pp | 6625.04%-6626.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,361 | $1,544-11.8% | $2,266-39.9% | $1,882-27.7% |
| Participant deferral / active EE | $2,858 | $2,950-3.1% | $3,560-19.7% | $3,022-5.4% |
| Admin fee / account holder | $207 | $527-60.7% | $4,821-95.7% | $592-65.0% |