Filed May 18, 2005
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 8-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 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $85,048 |
PLYMOUTH TUBE COMPANY1 year Service code 99 29W150 WARRENVILLE RD · WARRENVILLE, IL 60555 | Other Fees | $12,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $10,851 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $64,925 | $63,905+1.6% | $74,183-12.5% | $57,658+12.6% |
| Participation rate | 94.6% | 79.8%+14.9pp | 76.6%+18.0pp | 70.2%+24.4pp |
| Annual return | 6.50% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,267 | $1,840+23.2% | $2,370-4.3% | $1,974+14.9% |
| Participant deferral / active EE | $4,639 | $3,448+34.5% | $3,550+30.7% | $3,061+51.6% |
| Admin fee / account holder | $160 | $91+75.2% | $5,586-97.1% | $95+68.8% |