Filed October 19, 2004 (most recent of 4 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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $9,298 |
CAPITAL MANAGEMENT4 years Filed as: THE CAPITAL MANAGEMENT CORP Service code 71 · EIN 54-1048352 | Brokerage Fees | $3,635 |
Filed as: TUCKAHOE ORTHOPEDIC ASSOCIATES, LTD Service code 99 8001 FRANKLIN FARMS DRIVE · RICHMOND, VA 23229 | Other Fees | $1,181 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,304 | $77,899+339.4% | $149,673+128.7% | $75,163+355.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.57% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $28,127 | $3,137+796.5% | $4,818+483.8% | $2,670+953.5% |
| Participant deferral / active EE | $19,610 | $3,411+474.9% | $5,680+245.2% | $4,125+375.4% |
| Admin fee / account holder | $129 | $5,956-97.8% | $13,210-99.0% | $5,651-97.7% |