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 |
|---|---|---|
SHARKEY, HOWES & JAVER INC.5 years Service code 71 720 S COLORADO BLVD STE 600 S · DENVER, CO 80246 | Brokerage Fees | $2,988 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,137 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage commissions and ... | $200 |
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 | $199,759 | $136,307+46.6% | $177,821+12.3% | $73,488+171.8% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.7%+8.2pp | 70.7%+25.2pp |
| Annual return | 13.69% | 18.68%-5.0pp | 48.32%-34.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $5,777 | $3,712+55.6% | $5,918-2.4% | $2,270+154.5% |
| Participant deferral / active EE | $10,041 | $5,829+72.3% | $7,714+30.2% | $3,740+168.5% |
| Admin fee / account holder | $38 | $596-93.6% | $12,427-99.7% | $513-92.6% |