Filed June 18, 2008
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 | $213,265 |
TORRILLO & ASSOCIATES, LLC2 years Filed as: BOYER & RITTER LLC Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $26,150 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,997 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,303 | $33,780+37.1% | $74,550-37.9% | $75,289-38.5% |
| Participation rate | 86.4% | 62.7%+23.7pp | 69.1%+17.2pp | 72.4%+14.0pp |
| Annual return | -5.17% | -1.24%-3.9pp | 32.53%-37.7pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,119 | $845+32.4% | $1,961-42.9% | $2,405-53.5% |
| Participant deferral / active EE | $3,020 | $1,890+59.8% | $3,108-2.8% | $3,739-19.2% |
| Admin fee / account holder | $184 | $86+112.9% | $5,060-96.4% | $102+79.7% |