Filed February 4, 2014
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 |
|---|---|---|
M HOLDINGS SECURITIES INC3+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $87,192 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,085 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,272 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $607 |
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 | $80,598 | $46,966+71.6% | $185,117-56.5% | $69,631+15.7% |
| Participation rate | 93.9% | 65.3%+28.6pp | 77.3%+16.6pp | 70.7%+23.2pp |
| Annual return | 15.59% | 22.36%-6.8pp | 40.50%-24.9pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,481 | $1,360+82.4% | $4,182-40.7% | $2,032+22.1% |
| Participant deferral / active EE | $4,181 | $3,017+38.6% | $5,045-17.1% | $3,224+29.7% |
| Admin fee / account holder | $245 | $94+161.1% | $8,159-97.0% | $110+121.9% |