Filed May 12, 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 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 |
|---|---|---|
T. E. LOTT AND COMPANY1 year Filed as: T. E. LOTT & COMPANY Service code 13 | Contract Administrator | $9,999 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,849 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $960 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $712 |
T. E. LOTT AND COMPANY1 year Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $450 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $172,529 | $52,639+227.8% | $185,117-6.8% | $62,292+177.0% |
| Participation rate | 79.8% | 63.9%+16.0pp | 77.3%+2.6pp | 69.5%+10.3pp |
| Annual return | 16.74% | 19.57%-2.8pp | 40.50%-23.8pp | 28.90%-12.2pp |
| Employer contribution / active EE | $4,595 | $1,483+209.9% | $4,182+9.9% | $2,042+125.0% |
| Participant deferral / active EE | $7,505 | $3,097+142.3% | $5,045+48.8% | $3,169+136.8% |
| Admin fee / account holder | $44 | $374-88.3% | $8,159-99.5% | $479-90.9% |