Filed December 3, 1996
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 | $48,765 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $13,713 |
Filed as: WEALTH COACH SERVICES CORP Service code 16 2457 EAGLE RUN DR · WESTON, FL 33327 | Consulting | $9,651 |
RODRIGUEZ TORRES1 year Filed as: RODRIGUEZ TRUEBA & CO., CPA P.A. Service code 10 1985 NW 88TH CT STE 101 · DORAL, FL 33172 | Accounting | $5,850 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,119 | $73,102-24.6% | $123,544-55.4% | $56,287-2.1% |
| Participation rate | 79.4% | 74.3%+5.1pp | 82.3%-2.9pp | 69.9%+9.5pp |
| Annual return | -3.69% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $748 | $2,977-74.9% | $4,628-83.8% | $2,111-64.6% |
| Participant deferral / active EE | $4,878 | $5,423-10.0% | $6,426-24.1% | $3,350+45.6% |
| Admin fee / account holder | $398 | $554-28.1% | $9,284-95.7% | $521-23.5% |