Filed February 21, 2010
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 | $48,377 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,094 | $80,354+14.6% | $133,980-31.3% | $63,975+44.0% |
| Participation rate | 78.7% | 87.5%-8.8pp | 87.1%-8.4pp | 71.1%+7.6pp |
| Annual return | 13.02% | 13.11%-0.1pp | 29.30%-16.3pp | 48.65%-35.6pp |
| Employer contribution / active EE | $2,551 | $3,503-27.2% | $5,211-51.0% | $2,182+16.9% |
| Participant deferral / active EE | $3,584 | $5,239-31.6% | $6,282-43.0% | $3,356+6.8% |
| Admin fee / account holder | $13 | $69-81.7% | $9,324-99.9% | $70-82.0% |