Filed October 18, 2004
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $14,708 |
PAVILLION ADVISORY GROUP, INC.1+ years Filed as: PAVILLION ADVISORY GROUP INC Service code 15 227 W MONROE STREET SUITE 2020 · CHICAGO, IL 60606 | Recordkeeping | $11,250 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $10,052 |
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 | $65,553 | $54,320+20.7% | $67,652-3.1% | $52,331+25.3% |
| Participation rate | 95.7% | 73.6%+22.1pp | 75.7%+20.0pp | 68.1%+27.6pp |
| Annual return | 0.95% | 6.81%-5.9pp | 6625.04%-6624.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $937 | $1,544-39.3% | $2,266-58.6% | $1,882-50.2% |
| Participant deferral / active EE | $6,691 | $2,950+126.8% | $3,560+88.0% | $3,022+121.4% |
| Admin fee / account holder | $63 | $527-88.1% | $4,821-98.7% | $592-89.4% |