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 Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $16,587 |
PENSION ASSURANCE LLP3 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $15,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,891 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE SUITE 50 · MOBILE, AL 36609 | Contract Administrator | $12,405 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,166 |
CHURCHILL MANAGEMENT GROUP3 years Service code 71 5900 WILSHIRE BLVD STE 400 · LOS ANGELES, CA 900365006 | Brokerage Fees | $10,167 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INC. Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.2 years 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,653 | $64,119-13.2% | $112,228-50.4% | $66,914-16.8% |
| Participation rate | 97.6% | 68.5%+29.2pp | 75.1%+22.6pp | 69.8%+27.8pp |
| Annual return | -14.28% | -13.81%-0.5pp | 27.45%-41.7pp | 1.58%-15.9pp |
| Employer contribution / active EE | $5,776 | $3,005+92.2% | $3,635+58.9% | $2,544+127.0% |
| Participant deferral / active EE | $3,749 | $3,693+1.5% | $4,728-20.7% | $4,237-11.5% |
| Admin fee / account holder | $414 | $625-33.8% | $6,410-93.5% | $593-30.2% |