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 | $194,226 |
TORRILLO & ASSOCIATES, LLC4 years Filed as: BOYER & RITTER LLC Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $23,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,472 |
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 | $60,107 | $43,466+38.3% | $90,951-33.9% | $90,288-33.4% |
| Participation rate | 90.4% | 62.5%+27.9pp | 69.0%+21.4pp | 73.4%+17.1pp |
| Annual return | 14.69% | 25.26%-10.6pp | 134.60%-119.9pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,180 | $840+40.4% | $2,122-44.4% | $2,524-53.3% |
| Participant deferral / active EE | $3,673 | $2,138+71.8% | $3,373+8.9% | $4,232-13.2% |
| Admin fee / account holder | $162 | $92+76.3% | $5,959-97.3% | $114+42.0% |