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 | $36,554 |
JANNEY MONTGOMERY SCOTT LLC6+ years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $13,640 |
TROUT EBERSOLE & GROFF LLP3 years Service code 10 1705 OREGON PIKE · LANCASTER, PA 17601 | Accounting | $10,665 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 437 GRANT ST · PITTSBURGH, PA 15219 | Contract Administrator | $6,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,682 | $58,879-36.0% | $178,490-78.9% | $73,488-48.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.06% | 24.86%-9.8pp | 151.07%-136.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,033 | $2,236-9.1% | $5,011-59.4% | $2,270-10.4% |
| Participant deferral / active EE | $2,552 | $2,567-0.6% | $5,202-50.9% | $3,740-31.8% |
| Admin fee / account holder | $259 | $400-35.2% | $13,984-98.1% | $513-49.5% |