Filed April 29, 2016 (most recent of 6 filings on file)
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $306,680 |
Filed as: ADVISED ASSET GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $215,065 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3+ years Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,727 | $44,007-2.9% | $154,107-72.3% | $68,904-38.0% |
| Participation rate | 96.0% | 70.0%+26.0pp | 83.0%+13.0pp | 74.1%+21.9pp |
| Annual return | -6.67% | 8.15%-14.8pp | 735.12%-741.8pp | 1.07%-7.7pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $2,959 | $2,813+5.2% | $5,081-41.8% | $4,015-26.3% |
| Admin fee / account holder | $54 | $65-16.5% | $13,411-99.6% | $71-24.1% |