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 | $249,108 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $242,418 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $2,030 |
QDRO CONSULTANTS COMPANY, LLC5+ years Service code 16 3071 PEARL RD · MEDINA, OH 44256 | Consulting | $1,050 |
TD AMERITRADE, INC.5+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,738 | $63,259+10.2% | $178,490-60.9% | $93,223-25.2% |
| Participation rate | 95.9% | 72.1%+23.8pp | 81.9%+14.0pp | 74.9%+21.0pp |
| Annual return | 14.15% | 19.93%-5.8pp | 151.07%-136.9pp | 19.29%-5.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $4,289 | $3,372+27.2% | $5,202-17.5% | $4,563-6.0% |
| Admin fee / account holder | $62 | $58+7.4% | $13,984-99.6% | $79-21.3% |