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) | $70,164 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $42,135 |
Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $10,658 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $350 |
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 | $61,125 | $65,118-6.1% | $76,768-20.4% | $55,725+9.7% |
| Participation rate | 88.8% | 79.6%+9.2pp | 77.0%+11.9pp | 70.9%+18.0pp |
| Annual return | -4.89% | -1.27%-3.6pp | 2.43%-7.3pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,111 | $1,941+8.8% | $2,485-15.1% | $2,078+1.6% |
| Participant deferral / active EE | $4,264 | $3,688+15.6% | $3,852+10.7% | $3,356+27.1% |
| Admin fee / account holder | $155 | $116+34.0% | $6,675-97.7% | $115+34.8% |