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 | $39,714 |
MARKLEY ACTUARIAL SERVICES, INC.3+ years Service code 13 · EIN 23-2439467 26-28 W KING STREET · LANCASTER, PA 17603 | Contract Administrator | $5,125 |
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 | $60,193 | $46,173+30.4% | $170,442-64.7% | $69,631-13.6% |
| Participation rate | 94.2% | 63.9%+30.3pp | 83.6%+10.6pp | 70.7%+23.6pp |
| Annual return | 16.14% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,469 | $1,610-8.8% | $5,433-73.0% | $2,032-27.7% |
| Participant deferral / active EE | $3,807 | $2,080+83.0% | $4,939-22.9% | $3,224+18.1% |
| Admin fee / account holder | $105 | $116-9.5% | $13,880-99.2% | $110-5.0% |