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 INC5+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $74,711 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,765 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,619 |
ENZA FINANCIAL LLC2 years Service code 99 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Other Fees | $6,052 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $282 |
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 | $87,766 | $48,471+81.1% | $182,532-51.9% | $67,579+29.9% |
| Participation rate | 96.3% | 67.2%+29.1pp | 78.0%+18.3pp | 71.3%+25.0pp |
| Annual return | 20.42% | 31.08%-10.7pp | 148.54%-128.1pp | 378.56%-358.1pp |
| Employer contribution / active EE | $2,633 | $1,461+80.3% | $4,076-35.4% | $2,148+22.6% |
| Participant deferral / active EE | $4,545 | $3,324+36.7% | $5,524-17.7% | $3,539+28.4% |
| Admin fee / account holder | $229 | $151+51.4% | $8,592-97.3% | $142+60.9% |