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 INC6+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $88,440 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,710 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,343 |
COHEN & COMPANY6+ years Service code 10 3500 EMBASSY PKWY · AKRON, OH 44333 | Accounting | $11,000 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,262 | $56,152+71.4% | $185,823-48.2% | $73,409+31.1% |
| Participation rate | 89.0% | 67.6%+21.5pp | 78.0%+11.0pp | 72.2%+16.9pp |
| Annual return | 16.05% | 17.59%-1.5pp | 35.95%-19.9pp | 59.29%-43.2pp |
| Employer contribution / active EE | $2,362 | $1,532+54.2% | $4,087-42.2% | $2,234+5.7% |
| Participant deferral / active EE | $4,282 | $3,659+17.0% | $5,632-24.0% | $3,805+12.5% |
| Admin fee / account holder | $259 | $132+96.0% | $9,500-97.3% | $158+63.9% |