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 INC7+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $96,314 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,496 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $77,900 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $32 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,834 | $60,607+87.8% | $189,557-39.9% | $86,799+31.1% |
| Participation rate | 99.0% | 68.9%+30.1pp | 78.4%+20.6pp | 72.3%+26.7pp |
| Annual return | 21.56% | 65.18%-43.6pp | 64.17%-42.6pp | 97.91%-76.3pp |
| Employer contribution / active EE | $2,926 | $1,626+80.0% | $4,412-33.7% | $2,405+21.6% |
| Participant deferral / active EE | $5,483 | $3,895+40.8% | $6,174-11.2% | $4,131+32.7% |
| Admin fee / account holder | $294 | $159+85.1% | $9,807-97.0% | $170+73.3% |