Filed December 11, 2001 (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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $115,727 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $20,709 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,935 | $78,852-64.6% | $76,768-63.6% | $75,289-62.9% |
| Participation rate | 86.5% | 85.0%+1.5pp | 77.0%+9.5pp | 72.4%+14.0pp |
| Annual return | -4.91% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,982 | $2,794-29.1% | $2,485-20.2% | $2,405-17.6% |
| Participant deferral / active EE | $1,675 | $4,800-65.1% | $3,852-56.5% | $3,739-55.2% |
| Admin fee / account holder | $94 | $79+19.6% | $6,675-98.6% | $102-7.7% |