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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $276,147 |
Filed as: ADVISED ASSET GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $220,561 |
TD AMERITRADE, INC.4+ years Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $57,241 | $53,565+6.9% | $172,739-66.9% | $82,204-30.4% |
| Participation rate | 96.3% | 69.6%+26.6pp | 82.6%+13.6pp | 73.4%+22.9pp |
| Annual return | 20.90% | 31.42%-10.5pp | 802.84%-781.9pp | 26.31%-5.4pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $3,559 | $3,006+18.4% | $5,198-31.5% | $4,246-16.2% |
| Admin fee / account holder | $58 | $61-5.1% | $13,954-99.6% | $76-22.9% |