Filed January 28, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS2+ years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $2,910 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,220 |
Service code 71 720 S COLORADO BLVD STE 600 S · DENVER, CO 80246 | Brokerage Fees | $692 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $20 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | 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 | $150,530 | $74,089+103.2% | $133,980+12.4% | $55,167+172.9% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.1%+11.0pp | 69.0%+29.0pp |
| Annual return | 8.92% | 12.11%-3.2pp | 29.30%-20.4pp | 169.23%-160.3pp |
| Employer contribution / active EE | $6,017 | $3,064+96.4% | $5,211+15.5% | $1,963+206.6% |
| Participant deferral / active EE | $9,153 | $4,678+95.7% | $6,282+45.7% | $3,054+199.7% |
| Admin fee / account holder | $39 | $458-91.5% | $9,324-99.6% | $504-92.3% |