Filed March 19, 2002
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 | $9,175 |
SAGEPOINT FINANCIAL INC1 year Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $7,941 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $2,533 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,325 | $55,449-2.0% | $83,848-35.2% | $56,287-3.5% |
| Participation rate | 48.7% | 68.0%-19.3pp | 76.1%-27.5pp | 69.9%-21.2pp |
| Annual return | -7.11% | -1.38%-5.7pp | 850.88%-858.0pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,867 | $2,430-23.2% | $3,631-48.6% | $2,111-11.5% |
| Participant deferral / active EE | $965 | $2,935-67.1% | $4,082-76.4% | $3,350-71.2% |
| Admin fee / account holder | $126 | $656-80.9% | $5,478-97.7% | $521-75.9% |