Filed March 1, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $154,057 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 64 400 ATRIUM DRIVE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,199 | $66,513-2.0% | $178,490-63.5% | $106,222-38.6% |
| Participation rate | 68.7% | 73.8%-5.1pp | 81.9%-13.3pp | 70.8%-2.1pp |
| Annual return | 17.64% | 21.81%-4.2pp | 151.07%-133.4pp | 21.69%-4.1pp |
| Employer contribution / active EE | $1,621 | $1,776-8.7% | $5,011-67.7% | $2,723-40.5% |
| Participant deferral / active EE | $2,804 | $3,679-23.8% | $5,202-46.1% | $4,600-39.0% |
| Admin fee / account holder | $11 | $53-79.3% | $13,984-99.9% | $78-85.9% |