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 | $49,301 |
Service code 13 · EIN 23-2250214 215 W. CHURCH ROAD, SUITE 200 · KING OF PRUSSIA, PA 19406 | Contract Administrator | $22,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,645 | $86,897+0.9% | $151,611-42.2% | $64,808+35.2% |
| Participation rate | 94.0% | 87.3%+6.8pp | 87.5%+6.5pp | 71.5%+22.6pp |
| Annual return | -14.12% | -3.57%-10.5pp | 3.33%-17.4pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,919 | $4,010-27.2% | $6,166-52.7% | $2,506+16.5% |
| Participant deferral / active EE | $9,560 | $6,690+42.9% | $8,363+14.3% | $4,310+121.8% |
| Admin fee / account holder | $179 | $153+16.8% | $11,616-98.5% | $188-4.9% |