Filed August 21, 2017
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 | $34,604 |
MARKLEY ACTUARIAL SERVICES, INC.2+ years Service code 13 · EIN 23-2439467 26-28 W KING STREET · LANCASTER, PA 17603 | Contract Administrator | $8,075 |
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 | $52,977 | $36,916+43.5% | $156,549-66.2% | $57,658-8.1% |
| Participation rate | 93.3% | 63.4%+29.9pp | 84.0%+9.3pp | 70.2%+23.1pp |
| Annual return | 8.83% | 12.38%-3.5pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,372 | $1,571-12.7% | $5,501-75.1% | $1,974-30.5% |
| Participant deferral / active EE | $3,648 | $1,926+89.5% | $4,871-25.1% | $3,061+19.2% |
| Admin fee / account holder | $103 | $82+24.5% | $13,027-99.2% | $95+8.6% |