Filed December 2, 2011 (most recent of 2 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 |
|---|---|---|
ACUFF & ASSOCIATES, INC.3+ years Filed as: ACUFF & ASSOCIATES Service code 13 · EIN 62-1477251 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $11,800 |
Filed as: EMPOWER RET ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,826 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS Service code 55 | Other Commissions | $4,908 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,764 |
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 | $95,008 | $60,545+56.9% | $92,233+3.0% | $69,631+36.4% |
| Participation rate | 91.2% | 72.2%+19.0pp | 76.5%+14.7pp | 70.7%+20.5pp |
| Annual return | 16.40% | 19.71%-3.3pp | 176.28%-159.9pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $4,486 | $2,633+70.4% | $3,679+21.9% | $2,032+120.8% |
| Participant deferral / active EE | $5,494 | $2,828+94.3% | $3,897+41.0% | $3,224+70.4% |
| Admin fee / account holder | $27 | $145-81.4% | $5,194-99.5% | $110-75.7% |