Filed November 13, 2012
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 | $34,833 |
JANNEY MONTGOMERY SCOTT LLC5+ years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $12,449 |
TROUT EBERSOLE & GROFF LLP2 years Service code 10 1705 OREGON PIKE · LANCASTER, PA 17601 | Accounting | $11,355 |
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 | $33,927 | $52,953-35.9% | $172,739-80.4% | $65,185-48.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.96% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,035 | $2,190-7.0% | $5,143-60.4% | $2,177-6.5% |
| Participant deferral / active EE | $2,556 | $2,471+3.4% | $5,198-50.8% | $3,514-27.3% |
| Admin fee / account holder | $284 | $472-39.9% | $13,954-98.0% | $847-66.5% |