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 | $18,825 |
SAGEPOINT FINANCIAL INC3 years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $11,836 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $8,050 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,811 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | -$896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,471 | $69,362+18.9% | $101,248-18.5% | $73,488+12.2% |
| Participation rate | 58.3% | 68.4%-10.1pp | 75.8%-17.6pp | 70.7%-12.4pp |
| Annual return | 13.26% | 18.46%-5.2pp | 46.47%-33.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,242 | $2,628-52.7% | $3,660-66.0% | $2,270-45.3% |
| Participant deferral / active EE | $2,547 | $3,300-22.8% | $4,370-41.7% | $3,740-31.9% |
| Admin fee / account holder | $398 | $704-43.4% | $5,945-93.3% | $513-22.3% |