Filed June 17, 2006
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 |
|---|---|---|
VERDE CAPITAL MANAGEMENT1 year Filed as: VERDE CAPITAL MANAGMENT Service code 27 · EIN 26-2647029 | Advisory (Plan) | $59,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,084 | $63,156-36.5% | $122,332-67.2% | $62,292-35.7% |
| Participation rate | 85.0% | 60.0%+25.0pp | 71.6%+13.3pp | 69.5%+15.5pp |
| Annual return | 18.44% | 20.61%-2.2pp | 30.27%-11.8pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,154 | $1,385-16.6% | $4,050-71.5% | $2,042-43.5% |
| Participant deferral / active EE | $3,079 | $2,321+32.7% | $3,287-6.3% | $3,169-2.8% |
| Admin fee / account holder | $352 | $440-20.0% | $5,478-93.6% | $479-26.6% |