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 | $259,417 |
TORRILLO & ASSOCIATES, LLC3 years Filed as: BOYER & RITTER LLC Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $22,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,356 |
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 | $53,878 | $40,113+34.3% | $84,015-35.9% | $77,787-30.7% |
| Participation rate | 89.3% | 62.8%+26.5pp | 69.0%+20.3pp | 73.2%+16.1pp |
| Annual return | 21.68% | 23.27%-1.6pp | 71.31%-49.6pp | 32.57%-10.9pp |
| Employer contribution / active EE | $1,260 | $847+48.7% | $1,983-36.5% | $2,504-49.7% |
| Participant deferral / active EE | $3,460 | $2,030+70.4% | $3,239+6.8% | $3,967-12.8% |
| Admin fee / account holder | $197 | $92+115.1% | $6,101-96.8% | $100+96.9% |