Filed January 22, 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,189 |
THE LEADERS GROUP INC4+ years Service code 55 26 W DRY CREEK CIR #575 · LITTLETON, CO 80120 | Other Commissions | $51,544 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $19,464 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNVOVATION DRIVE · DAYTON, OH 45342 | Accounting | $12,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $101 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,066 | $45,382-71.2% | $154,107-91.5% | $75,289-82.6% |
| Participation rate | 79.9% | 65.9%+14.0pp | 83.0%-3.2pp | 72.4%+7.4pp |
| Annual return | -5.19% | -0.47%-4.7pp | 735.12%-740.3pp | -0.04%-5.2pp |
| Employer contribution / active EE | $274 | $1,533-82.1% | $5,298-94.8% | $2,405-88.6% |
| Participant deferral / active EE | $1,433 | $2,384-39.9% | $5,081-71.8% | $3,739-61.7% |
| Admin fee / account holder | $45 | $89-49.9% | $13,411-99.7% | $102-56.3% |