Filed September 29, 2012
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 | $24,303 |
Service code 27 1180 MEDICAL COURT STE A · CARMEL, IN 46038 | Advisory (Plan) | $1,750 |
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 | $49,006 | $89,739-45.4% | $149,718-67.3% | $62,292-21.3% |
| Participation rate | 95.9% | 85.1%+10.8pp | 87.1%+8.8pp | 69.5%+26.4pp |
| Annual return | 23.77% | 21.01%+2.8pp | 1501.63%-1477.9pp | 28.90%-5.1pp |
| Employer contribution / active EE | $2,539 | $3,233-21.5% | $5,445-53.4% | $2,042+24.3% |
| Participant deferral / active EE | $6,501 | $4,797+35.5% | $6,569-1.0% | $3,169+105.1% |
| Admin fee / account holder | $112 | $551-79.8% | $11,283-99.0% | $479-76.7% |