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 | $234,742 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,398 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE INC. Service code 33 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,394 | $95,776+25.7% | $162,163-25.8% | $77,787+54.8% |
| Participation rate | 83.1% | 88.6%-5.5pp | 87.6%-4.4pp | 73.2%+9.9pp |
| Annual return | 22.34% | 37.03%-14.7pp | 115.59%-93.3pp | 32.57%-10.2pp |
| Employer contribution / active EE | $2,896 | $3,874-25.2% | $5,614-48.4% | $2,504+15.7% |
| Participant deferral / active EE | $4,209 | $6,125-31.3% | $7,298-42.3% | $3,967+6.1% |
| Admin fee / account holder | $59 | $88-32.6% | $10,843-99.5% | $100-40.9% |