Filed September 21, 2001
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $274,183 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $47,143 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
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 | $121,801 | $82,546+47.6% | $140,016-13.0% | $75,289+61.8% |
| Participation rate | 98.5% | 88.4%+10.2pp | 87.5%+11.0pp | 72.4%+26.1pp |
| Annual return | -4.47% | -0.36%-4.1pp | 651.12%-655.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $4,511 | $3,856+17.0% | $5,606-19.5% | $2,405+87.6% |
| Participant deferral / active EE | $11,771 | $5,731+105.4% | $6,927+69.9% | $3,739+214.8% |
| Admin fee / account holder | $156 | $86+81.9% | $10,705-98.5% | $102+52.5% |