Filed August 7, 2013 (most recent of 4 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 | $10,928 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $10,916 |
FINDLAY DAVIES1 year Filed as: THE FINDLAY PUBLISHING COMPANY DBA Service code 10 701 W SANDUSKY ST · FINDLAY, OH 45840 | Accounting | $9,010 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $120 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,775 | $61,214+10.7% | $83,333-18.7% | $56,287+20.4% |
| Participation rate | 52.6% | 72.6%-20.0pp | 77.8%-25.2pp | 69.9%-17.3pp |
| Annual return | -5.11% | 0.42%-5.5pp | 10.63%-15.7pp | -9.96%+4.8pp |
| Employer contribution / active EE | $261 | $1,925-86.4% | $3,379-92.3% | $2,111-87.6% |
| Participant deferral / active EE | $1,458 | $5,091-71.4% | $5,565-73.8% | $3,350-56.5% |
| Admin fee / account holder | $225 | $512-56.0% | $7,510-97.0% | $521-56.8% |