Filed October 18, 2004
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 9-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 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,164 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 | Other Commissions | $28,022 |
TDM RETIREMENT SERVICES, LLC2 years Service code 13 6001 N. ADAMS RD, STE 201 · BLOOMFIELD HILLS, MI 48306 | Contract Administrator | $8,215 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,886 |
Service code 55 5707 SOUTHWEST PWKY · AUSTIN, TX 78735 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,337 | $99,957+25.4% | $149,696-16.3% | $73,488+70.6% |
| Participation rate | 92.5% | 75.7%+16.8pp | 82.5%+10.1pp | 70.7%+21.9pp |
| Annual return | 16.86% | 53.87%-37.0pp | 276.60%-259.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $4,896 | $3,191+53.4% | $4,644+5.4% | $2,270+115.7% |
| Participant deferral / active EE | $6,788 | $6,073+11.8% | $6,842-0.8% | $3,740+81.5% |
| Admin fee / account holder | $364 | $551-33.8% | $9,309-96.1% | $513-29.0% |