Filed February 14, 2012 (most recent of 3 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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $207,676 |
AMERICAN FUNDS5+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $50,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
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 | $29,973 | $67,598-55.7% | $75,886-60.5% | $77,787-61.5% |
| Participation rate | 90.0% | 69.6%+20.5pp | 69.3%+20.7pp | 73.2%+16.8pp |
| Annual return | 21.22% | 23.18%-2.0pp | 30.76%-9.5pp | 32.57%-11.4pp |
| Employer contribution / active EE | $1,391 | $2,430-42.8% | $2,500-44.4% | $2,504-44.5% |
| Participant deferral / active EE | $3,116 | $3,502-11.0% | $3,603-13.5% | $3,967-21.5% |
| Admin fee / account holder | $102 | $96+6.0% | $5,418-98.1% | $100+2.0% |