Filed July 12, 2000 (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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,379 |
BLANKENSHIP CPA GROUP, PLLC1+ years Filed as: BLANKENSHIP CPA GROUP PLLC Service code 10 109 WEST PARK DRIVE #430 · BRENTWOOD, TN 37027 | Accounting | $8,100 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INC Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,938 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, IN.C Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1+ years Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,210 | $31,810+57.8% | $64,105-21.7% | $59,188-15.2% |
| Participation rate | 52.8% | 57.7%-4.9pp | 68.2%-15.3pp | 69.4%-16.6pp |
| Annual return | 0.97% | 9.41%-8.4pp | 791.24%-790.3pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,401 | $659+112.4% | $1,820-23.0% | $2,098-33.2% |
| Participant deferral / active EE | $2,417 | $1,582+52.8% | $2,822-14.3% | $3,265-26.0% |
| Admin fee / account holder | $0 | $57-100.0% | $4,499-100.0% | $92-100.0% |