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 STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $78,635 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,031 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $50 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,368 | $69,305+1.5% | $82,313-14.5% | $69,631+1.1% |
| Participation rate | 91.9% | 80.3%+11.7pp | 76.9%+15.1pp | 70.7%+21.3pp |
| Annual return | 16.87% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,243 | $1,887+18.9% | $2,428-7.6% | $2,032+10.4% |
| Participant deferral / active EE | $4,235 | $3,568+18.7% | $3,706+14.3% | $3,224+31.4% |
| Admin fee / account holder | $124 | $97+27.5% | $5,608-97.8% | $110+12.2% |