Filed March 27, 2011
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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,110 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $336 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,653 | $61,473-22.5% | $81,930-41.8% | $73,409-35.1% |
| Participation rate | 49.4% | 72.4%-23.0pp | 72.0%-22.6pp | 72.2%-22.8pp |
| Annual return | 16.91% | 28.26%-11.3pp | 29.49%-12.6pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,269 | $1,898-33.1% | $4,310-70.6% | $2,234-43.2% |
| Participant deferral / active EE | $2,319 | $3,080-24.7% | $7,107-67.4% | $3,805-39.1% |
| Admin fee / account holder | $107 | $125-14.8% | $5,158-97.9% | $158-32.3% |