Filed January 6, 2006
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: IFP ADVISORS, INC. Service code 27 DBA INDEPENDENT FINANCIAL PARNERS · TAMPA, FL 33607 | Advisory (Plan) | $52,580 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,604 | $22,880+20.6% | $59,496-53.6% | $67,505-59.1% |
| Participation rate | 12.4% | 33.1%-20.7pp | 54.6%-42.1pp | 71.2%-58.8pp |
| Annual return | -0.13% | 8.51%-8.6pp | 182.05%-182.2pp | 6.52%-6.7pp |
| Employer contribution / active EE | $22 | $238-90.9% | $1,153-98.1% | $2,173-99.0% |
| Participant deferral / active EE | $358 | $649-44.8% | $1,829-80.4% | $3,597-90.1% |
| Admin fee / account holder | $37 | $54-30.8% | $2,232-98.3% | $56-34.0% |