Filed July 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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $101,715 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,151 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $62,996 |
REAGAN COMPANIES ASSET MGMT.3 years Filed as: REAGAN CONSULTING INC Service code 99 1 PIEDMONT CENTER STE 500 · ATLANTA, GA 30305 | Other Fees | $16,500 |
HINTON BURDICK, PLLC6+ years Service code 10 63 SOUTH 300 EAST SUITE 100 · ST GEORGE, UT 84770 | Accounting | $12,650 |
DURHAM JONES & PINEGAR4 years Service code 29 PO BOX 4050 · SALT LAKE CITY, UT 84110 | Legal | $2,673 |
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 | $56,058 | $110,699-49.4% | $177,821-68.5% | $90,288-37.9% |
| Participation rate | 96.1% | 88.3%+7.7pp | 87.7%+8.3pp | 73.4%+22.7pp |
| Annual return | 17.28% | 22.79%-5.5pp | 48.32%-31.0pp | 53.97%-36.7pp |
| Employer contribution / active EE | $1,448 | $4,118-64.8% | $5,918-75.5% | $2,524-42.6% |
| Participant deferral / active EE | $4,436 | $6,731-34.1% | $7,714-42.5% | $4,232+4.8% |
| Admin fee / account holder | $97 | $90+7.5% | $12,427-99.2% | $114-15.2% |