Filed October 29, 1997
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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $16,067 |
PENSION ASSURANCE LLP2 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $15,500 |
CHURCHILL MANAGEMENT GROUP2 years Service code 71 5900 WILSHIRE BLVD, STE 400 · LOS ANGELES, CA 900365006 | Brokerage Fees | $10,899 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,563 |
Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE, STE 500 · MOBILE, AL 36609 | Contract Administrator | $10,455 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,061 |
TD AMERITRADE, INC.1 year Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,182 | $77,660-10.9% | $109,143-36.6% | $79,386-12.9% |
| Participation rate | 96.4% | 67.8%+28.6pp | 75.9%+20.5pp | 70.7%+25.7pp |
| Annual return | 13.31% | 23.44%-10.1pp | 25.75%-12.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $6,205 | $2,797+121.8% | $3,722+66.7% | $2,427+155.6% |
| Participant deferral / active EE | $4,061 | $3,518+15.4% | $4,653-12.7% | $4,046+0.4% |
| Admin fee / account holder | $408 | $732-44.2% | $6,752-94.0% | $626-34.8% |