Filed September 8, 2009
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $30,175 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,010 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $573 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $41,672 | $52,293-20.3% | $178,490-76.7% | $73,409-43.2% |
| Participation rate | 90.6% | 65.3%+25.2pp | 81.9%+8.7pp | 72.2%+18.4pp |
| Annual return | 18.48% | 34.75%-16.3pp | 151.07%-132.6pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,597 | $1,735-8.0% | $5,011-68.1% | $2,234-28.5% |
| Participant deferral / active EE | $3,378 | $2,332+44.8% | $5,202-35.1% | $3,805-11.2% |
| Admin fee / account holder | $113 | $127-11.4% | $13,984-99.2% | $158-28.6% |