Filed March 31, 2009
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,674 |
Service code 13 · EIN 23-2250214 215 W. CHURCH ROAD, SUITE 200 · KING OF PRUSSIA, PA 19406 | Contract Administrator | $12,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,268 | $111,608-33.5% | $177,821-58.2% | $73,409+1.2% |
| Participation rate | 92.5% | 87.9%+4.6pp | 87.7%+4.8pp | 72.2%+20.3pp |
| Annual return | 20.46% | 18.23%+2.2pp | 48.32%-27.9pp | 59.29%-38.8pp |
| Employer contribution / active EE | $3,353 | $3,796-11.7% | $5,918-43.3% | $2,234+50.1% |
| Participant deferral / active EE | $9,001 | $6,199+45.2% | $7,714+16.7% | $3,805+136.5% |
| Admin fee / account holder | $97 | $166-41.6% | $12,427-99.2% | $158-38.8% |