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 | $191,138 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,004 | $89,274+21.0% | $149,718-27.9% | $77,958+38.5% |
| Participation rate | 79.4% | 87.6%-8.3pp | 87.1%-7.7pp | 71.6%+7.7pp |
| Annual return | 18.35% | 20.36%-2.0pp | 1501.63%-1483.3pp | 20.87%-2.5pp |
| Employer contribution / active EE | $2,606 | $3,727-30.1% | $5,445-52.1% | $2,310+12.8% |
| Participant deferral / active EE | $3,642 | $5,382-32.3% | $6,569-44.6% | $3,537+3.0% |
| Admin fee / account holder | $54 | $240-77.5% | $11,283-99.5% | $97-44.5% |