Filed November 9, 2005 (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 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $29,370 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,788 | $69,977+11.2% | $108,579-28.4% | $62,891+23.7% |
| Participation rate | 91.4% | 72.9%+18.5pp | 79.6%+11.8pp | 69.3%+22.1pp |
| Annual return | 4.53% | 10.73%-6.2pp | -51.70%+56.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,296 | $2,135-39.3% | $3,758-65.5% | $2,281-43.2% |
| Participant deferral / active EE | $4,557 | $3,165+44.0% | $4,311+5.7% | $3,203+42.3% |
| Admin fee / account holder | $326 | $5,076-93.6% | $7,645-95.7% | $4,296-92.4% |