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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,313 |
M HOLDINGS SECURITIES INC4+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $85,841 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,790 |
ENZA FINANCIAL LLC1 year Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $6,411 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $556 |
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 | $74,953 | $42,810+75.1% | $169,463-55.8% | $55,725+34.5% |
| Participation rate | 94.1% | 64.7%+29.4pp | 77.8%+16.3pp | 70.9%+23.3pp |
| Annual return | -3.75% | -3.61%-0.1pp | 1.83%-5.6pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,591 | $1,402+84.8% | $4,159-37.7% | $2,078+24.7% |
| Participant deferral / active EE | $4,304 | $3,141+37.0% | $5,277-18.4% | $3,356+28.3% |
| Admin fee / account holder | $263 | $106+147.0% | $9,109-97.1% | $115+128.4% |