Filed December 14, 2011
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 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,592 |
DENALI WEALTH MANAGEMENT1 year Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WV 53212 | Advisory (Plan) | $15,205 |
Filed as: RETIREMENT STRATEGIES LLC Service code 12 107 W MAIN ST · LITTLE CHUTE, WI 54140 | Recordkeeping and information managem... | $5,443 |
Filed as: EMPOWER RETREMENT ADVISORY SERVICES Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,956 | $63,299-41.6% | $91,001-59.4% | $62,292-40.7% |
| Participation rate | 84.2% | 73.3%+10.9pp | 75.6%+8.6pp | 69.5%+14.7pp |
| Annual return | 23.93% | 20.99%+2.9pp | 4.60%+19.3pp | 28.90%-5.0pp |
| Employer contribution / active EE | $480 | $1,807-73.4% | $2,456-80.4% | $2,042-76.5% |
| Participant deferral / active EE | $3,325 | $2,943+13.0% | $3,547-6.3% | $3,169+4.9% |
| Admin fee / account holder | $101 | $468-78.5% | $5,417-98.1% | $479-79.0% |