Filed May 14, 2008
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 |
|---|---|---|
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $145,471 |
Filed as: PRIME PENSIONS INC Service code 13 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Contract Administrator | $71,751 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,312 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11101 SWITZER RD, SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $43,281 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,928 | $86,225+78.5% | $146,665+5.0% | $86,799+77.3% |
| Participation rate | 94.6% | 78.0%+16.6pp | 80.1%+14.5pp | 72.3%+22.3pp |
| Annual return | 15.78% | 31.23%-15.4pp | 22.74%-7.0pp | 97.91%-82.1pp |
| Employer contribution / active EE | $6,260 | $2,392+161.7% | $4,136+51.3% | $2,405+160.2% |
| Participant deferral / active EE | $8,637 | $4,245+103.5% | $5,506+56.9% | $4,131+109.1% |
| Admin fee / account holder | $557 | $195+185.1% | $10,280-94.6% | $170+228.4% |