Filed August 31, 2016
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 | $62,767 |
MARCUM LLP6+ years Service code 10 ONE SE THIRD AVE 16TH FLOOR · MIAMI, FL 33131 | Accounting | $21,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $232,999 | $85,135+173.7% | $98,907+135.6% | $73,409+217.4% |
| Participation rate | 98.8% | 81.1%+17.6pp | 76.0%+22.7pp | 72.2%+26.6pp |
| Annual return | 17.60% | 19.14%-1.5pp | 196.43%-178.8pp | 59.29%-41.7pp |
| Employer contribution / active EE | $9,403 | $2,721+245.6% | $2,689+249.7% | $2,234+321.0% |
| Participant deferral / active EE | $8,307 | $4,349+91.0% | $4,244+95.7% | $3,805+118.3% |
| Admin fee / account holder | $310 | $139+122.6% | $6,642-95.3% | $158+96.4% |