Filed March 10, 2012
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 |
|---|---|---|
TRIAD ADVISORS INC3+ years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $28,687 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,704 |
Filed as: FIRST HEARTLAND CAPITAL INC Service code 55 1839 LAKE SAINT LOUIS BLVD · LAKE SAINT LOUIS, MO 63367 | Other Commissions | $19,679 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · DINCINNATI, OH 452771115 | Other Commissions | $6,306 |
T. E. LOTT AND COMPANY3+ years Filed as: T.E. LOTT & COMPANY, P.A. Service code 10 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Accounting | $6,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,151 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $3,317 |
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENT CORP Service code 55 5900 O ST · LINCOLN, NE 68510 | Other Commissions | $1,807 |
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 | $63,888 | $71,666-10.9% | $117,854-45.8% | $69,631-8.2% |
| Participation rate | 88.4% | 77.5%+10.9pp | 79.7%+8.7pp | 70.7%+17.7pp |
| Annual return | 16.02% | 18.86%-2.8pp | 335.08%-319.1pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,141 | $1,889-39.6% | $3,786-69.9% | $2,032-43.8% |
| Participant deferral / active EE | $3,328 | $3,340-0.4% | $4,482-25.8% | $3,224+3.2% |
| Admin fee / account holder | $72 | $120-40.5% | $8,020-99.1% | $110-35.1% |