Filed January 9, 2006 (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 |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $39,677 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 5901 PEACHTREE DUNWOODY RD STE 170 · ATLANTA, GA 30328 | Contract Administrator | $31,829 |
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.
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 | $48,237 | $111,491-56.7% | $189,513-74.5% | $86,799-44.4% |
| Participation rate | 93.9% | 87.3%+6.6pp | 87.8%+6.1pp | 72.3%+21.6pp |
| Annual return | 13.92% | 83.50%-69.6pp | 555.15%-541.2pp | 97.91%-84.0pp |
| Employer contribution / active EE | $1,394 | $3,951-64.7% | $6,162-77.4% | $2,405-42.0% |
| Participant deferral / active EE | $2,856 | $6,437-55.6% | $8,221-65.3% | $4,131-30.9% |
| Admin fee / account holder | $27 | $189-85.6% | $12,045-99.8% | $170-83.9% |