Filed July 10, 2017 (most recent of 2 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 10-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 | $128,441 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $60,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $58,661 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Other investment fees and expenses; S... | $5,647 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $0 |
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 | $109,607 | $80,360+36.4% | $90,160+21.6% | $77,958+40.6% |
| Participation rate | 93.9% | 81.9%+11.9pp | 76.9%+17.0pp | 71.6%+22.2pp |
| Annual return | 27.76% | 24.56%+3.2pp | 34.88%-7.1pp | 20.87%+6.9pp |
| Employer contribution / active EE | $3,239 | $2,326+39.3% | $3,318-2.4% | $2,310+40.2% |
| Participant deferral / active EE | $8,122 | $5,829+39.3% | $5,288+53.6% | $3,537+129.7% |
| Admin fee / account holder | $147 | $64+131.2% | $5,943-97.5% | $97+51.4% |