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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,840 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 99 5299 DTC BLVD STE 1150 · GREENWOOD VILLAGE, CO 80111 | Other Fees | $21,375 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,152 | $66,528-8.1% | $86,874-29.6% | $86,799-29.5% |
| Participation rate | 49.8% | 72.4%-22.6pp | 71.6%-21.9pp | 72.3%-22.5pp |
| Annual return | 15.61% | 19.56%-4.0pp | 63.52%-47.9pp | 97.91%-82.3pp |
| Employer contribution / active EE | $1,610 | $2,007-19.8% | $2,495-35.5% | $2,405-33.1% |
| Participant deferral / active EE | $3,177 | $3,240-1.9% | $3,699-14.1% | $4,131-23.1% |
| Admin fee / account holder | $186 | $148+25.8% | $5,828-96.8% | $170+9.9% |