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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,413 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $71 |
TD AMERITRADE, INC.2 years 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 | $185,596 | $89,739+106.8% | $149,718+24.0% | $62,292+197.9% |
| Participation rate | 98.0% | 85.1%+12.9pp | 87.1%+11.0pp | 69.5%+28.5pp |
| Annual return | 19.75% | 21.01%-1.3pp | 1501.63%-1481.9pp | 28.90%-9.1pp |
| Employer contribution / active EE | $5,914 | $3,233+82.9% | $5,445+8.6% | $2,042+189.6% |
| Participant deferral / active EE | $10,105 | $4,797+110.6% | $6,569+53.8% | $3,169+218.9% |
| Admin fee / account holder | $12 | $551-97.8% | $11,283-99.9% | $479-97.4% |