Filed April 5, 2007
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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $22,904 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,908 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,725 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $460 |
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 | $96,355 | $80,753+19.3% | $136,294-29.3% | $62,292+54.7% |
| Participation rate | 89.2% | 73.5%+15.7pp | 81.9%+7.3pp | 69.5%+19.7pp |
| Annual return | 18.11% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $3,187 | $2,884+10.5% | $4,695-32.1% | $2,042+56.0% |
| Participant deferral / active EE | $9,174 | $5,164+77.7% | $6,247+46.9% | $3,169+189.5% |
| Admin fee / account holder | $42 | $525-92.1% | $9,243-99.5% | $479-91.3% |