Filed October 18, 2004
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $75,578 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 28 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Investment Management | $55,000 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $18,900 |
SQUIRE PATTON BOGGS US LLP4 years Service code 29 4900 KEY TOWER · CLEVELAND, OH 44114 | Legal | $7,962 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,547 | $93,131+127.1% | $106,548+98.5% | $86,799+143.7% |
| Participation rate | 89.0% | 81.4%+7.6pp | 76.1%+12.9pp | 72.3%+16.8pp |
| Annual return | 13.02% | 19.45%-6.4pp | 26.80%-13.8pp | 97.91%-84.9pp |
| Employer contribution / active EE | $5,905 | $2,895+103.9% | $2,819+109.5% | $2,405+145.5% |
| Participant deferral / active EE | $8,439 | $4,708+79.2% | $4,398+91.9% | $4,131+104.3% |
| Admin fee / account holder | $186 | $145+28.4% | $7,407-97.5% | $170+9.9% |