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 COMPANY2 years Filed as: T. E. LOTT & COMPANY Service code 13 | Contract Administrator | $10,130 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,630 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $780 |
T. E. LOTT AND COMPANY2 years Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $300 |
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 | $162,157 | $48,576+233.8% | $169,463-4.3% | $56,287+188.1% |
| Participation rate | 77.1% | 65.8%+11.3pp | 77.8%-0.7pp | 69.9%+7.2pp |
| Annual return | -3.32% | -2.51%-0.8pp | 1.83%-5.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $4,335 | $1,559+178.1% | $4,159+4.2% | $2,111+105.4% |
| Participant deferral / active EE | $8,086 | $3,275+146.9% | $5,277+53.2% | $3,350+141.4% |
| Admin fee / account holder | $77 | $435-82.4% | $9,109-99.2% | $521-85.3% |