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 | $225,874 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,614 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INC. Service code 33 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,166 | $82,546+22.6% | $140,016-27.7% | $75,289+34.4% |
| Participation rate | 80.3% | 88.4%-8.0pp | 87.5%-7.2pp | 72.4%+7.9pp |
| Annual return | -5.52% | -0.36%-5.2pp | 651.12%-656.6pp | -0.04%-5.5pp |
| Employer contribution / active EE | $2,758 | $3,856-28.5% | $5,606-50.8% | $2,405+14.7% |
| Participant deferral / active EE | $3,919 | $5,731-31.6% | $6,927-43.4% | $3,739+4.8% |
| Admin fee / account holder | $58 | $86-32.1% | $10,705-99.5% | $102-43.1% |