Filed August 24, 2009 (most recent of 2 filings on file)
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 | $8,928 |
WESBANCO BANK INC1+ years Filed as: WESBANCO BANK, INC Service code 25 1 BANK PLAZA · WHEELING, WV 26003 | Directed Trustee | $6,831 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,302 | $33,745-45.8% | $64,105-71.4% | $55,191-66.8% |
| Participation rate | 54.0% | 59.4%-5.3pp | 68.2%-14.1pp | 69.2%-15.1pp |
| Annual return | 1.06% | 4.95%-3.9pp | 791.24%-790.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $156 | $641-75.6% | $1,820-91.4% | $1,899-91.8% |
| Participant deferral / active EE | $641 | $1,929-66.8% | $2,822-77.3% | $3,046-79.0% |
| Admin fee / account holder | $2 | $94-98.1% | $4,499-100.0% | $91-98.0% |