Filed November 12, 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 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,007 |
BHK INVESTMENT ADVISORS, LLC2 years Service code 99 · EIN 20-2460078 2200 LAKESHORE DR, STE 250 · BIRMINGHAM, AL 35209 | Other Fees | $10,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,030 | $45,825-49.7% | $90,645-74.6% | $56,287-59.1% |
| Participation rate | 78.2% | 66.7%+11.5pp | 74.0%+4.2pp | 69.9%+8.3pp |
| Annual return | -4.24% | 38.64%-42.9pp | 1.88%-6.1pp | -9.96%+5.7pp |
| Employer contribution / active EE | $318 | $1,372-76.8% | $2,532-87.5% | $2,111-84.9% |
| Participant deferral / active EE | $2,448 | $2,562-4.5% | $3,425-28.5% | $3,350-26.9% |
| Admin fee / account holder | $116 | $413-71.8% | $4,994-97.7% | $521-77.7% |