Filed May 10, 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 9-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 |
|---|---|---|
MCFARLIN & BROKKE PC1 year Service code 99 14400 BRANCH STREET · OMAHA, NE 68154 | Other Fees | $30,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,019 |
Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES ST STE 100 · OMAHA, NE 68130 | Contract Administrator | $14,904 |
Filed as: WESTERN INTERNATIONAL SECURITIES IN Service code 55 | Other Commissions | $7,391 |
Filed as: BENEFIT PLANS INC Service code 13 | Contract Administrator | $2,013 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $229 |
Service code 55 70 SOUTH LAKE AVE STE 700 · PASADENA, CA 91101 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,413 | $24,811-45.9% | $69,701-80.8% | $74,546-82.0% |
| Participation rate | 76.1% | 63.5%+12.6pp | 66.4%+9.7pp | 67.2%+8.9pp |
| Annual return | 10.98% | 18.53%-7.5pp | 100.32%-89.3pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $336 | $1,003-66.5% | $1,713-80.4% | $2,624-87.2% |
| Participant deferral / active EE | $1,606 | $1,904-15.7% | $2,887-44.4% | $4,347-63.1% |
| Admin fee / account holder | $0 | $1,898-100.0% | $4,717-100.0% | $1,944-100.0% |