Filed April 26, 2006
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 | $18,833 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $10,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,954 | $58,726-49.0% | $92,233-67.5% | $62,292-51.9% |
| Participation rate | 58.0% | 68.3%-10.3pp | 76.5%-18.4pp | 69.5%-11.5pp |
| Annual return | 20.43% | 43.62%-23.2pp | 176.28%-155.9pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,769 | $2,392-26.0% | $3,679-51.9% | $2,042-13.4% |
| Participant deferral / active EE | $2,600 | $2,766-6.0% | $3,897-33.3% | $3,169-17.9% |
| Admin fee / account holder | $223 | $556-59.9% | $5,194-95.7% | $479-53.4% |