Filed March 29, 2006 (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 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,687 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6011 W COURTYARD DR, STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $11,732 |
RETIREMENT STRATEGIES, INC.7+ years Filed as: RETIREMENT STRATEGIES LLC Service code 16 · EIN 27-0017183 | Consulting | $6,500 |
HAWKINS ASH CPAS7+ years Filed as: HAWKINS ASH CPAS LLC Service code 10 520 N BROADWAY, STE 250 · GREEN BAY, WI 54303 | Accounting | $5,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,396 | $111,491-37.8% | $189,513-63.4% | $86,799-20.0% |
| Participation rate | 78.5% | 87.3%-8.8pp | 87.8%-9.3pp | 72.3%+6.2pp |
| Annual return | 16.58% | 83.50%-66.9pp | 555.15%-538.6pp | 97.91%-81.3pp |
| Employer contribution / active EE | $2,210 | $3,951-44.1% | $6,162-64.1% | $2,405-8.1% |
| Participant deferral / active EE | $3,350 | $6,437-48.0% | $8,221-59.3% | $4,131-18.9% |
| Admin fee / account holder | $185 | $189-1.9% | $12,045-98.5% | $170+9.2% |