Filed July 15, 2006 (most recent of 2 filings on file)
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 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,018 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 16 50 SOUTH 6TH STREET STE 975 · MINNEAPOLIS, MN 55402 | Consulting | $12,368 |
DELOITTE & TOUCHE LLP2+ years Service code 10 PO BOX 7247-6446 · PHILADELPHIA, PA 191706446 | Accounting | $10,000 |
Filed as: LOCKTON COMPANIES LLC Service code 99 5411 ROSS AVE STE 1200 · DALLAS, TX 75201 | Other Fees | $3,829 |
QDRO CONSULTANTS COMPANY, LLC2+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Shareholder servicing fees; Securitie... | $50 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC 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 | $144,487 | $23,385+517.9% | $69,182+108.9% | $57,658+150.6% |
| Participation rate | 95.7% | 37.9%+57.7pp | 55.1%+40.5pp | 70.2%+25.4pp |
| Annual return | 8.16% | -659.34%+667.5pp | -21.93%+30.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $2,871 | $422+579.6% | $1,206+138.0% | $1,974+45.4% |
| Participant deferral / active EE | $8,577 | $843+917.5% | $1,897+352.1% | $3,061+180.2% |
| Admin fee / account holder | $136 | $82+65.4% | $2,697-95.0% | $95+43.7% |