Filed May 18, 2005
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 8-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 DBA INDPND'T FIN'L Service code 26 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Participants) | $91,171 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,175 |
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 | $64,607 | $72,770-11.2% | $67,652-4.5% | $55,191+17.1% |
| Participation rate | 95.4% | 78.8%+16.6pp | 75.7%+19.7pp | 69.2%+26.2pp |
| Annual return | 2.93% | -3.26%+6.2pp | 6625.04%-6622.1pp | 10.78%-7.8pp |
| Employer contribution / active EE | $2,249 | $1,769+27.1% | $2,266-0.7% | $1,899+18.4% |
| Participant deferral / active EE | $4,403 | $3,408+29.2% | $3,560+23.7% | $3,046+44.5% |
| Admin fee / account holder | $95 | $79+20.6% | $4,821-98.0% | $91+4.7% |