Filed October 18, 2004
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 9-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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,818 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 | Other Commissions | $12,603 |
Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $11,217 |
Service code 13 6001 N. ADAMS RD, STE 201 · BLOOMFIELD HILLS, MI 48306 | Contract Administrator | $7,157 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,840 |
Service code 55 5707 SOUTHWEST PWKY · AUSTIN, TX 78735 | Other Commissions | $0 |
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 | $114,730 | $89,652+28.0% | $141,162-18.7% | $65,185+76.0% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.5%+8.4pp | 70.2%+20.7pp |
| Annual return | 23.49% | 32.79%-9.3pp | 71.39%-47.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $5,628 | $3,065+83.7% | $4,735+18.9% | $2,177+158.6% |
| Participant deferral / active EE | $7,108 | $5,691+24.9% | $6,709+6.0% | $3,514+102.3% |
| Admin fee / account holder | $345 | $569-39.3% | $10,261-96.6% | $847-59.3% |