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 | $219,693 |
AMERICAN FUNDS6+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $50,000 |
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 | $34,215 | $74,462-54.1% | $81,983-58.3% | $90,288-62.1% |
| Participation rate | 91.5% | 69.7%+21.8pp | 69.2%+22.3pp | 73.4%+18.2pp |
| Annual return | 17.41% | 17.56%-0.2pp | 41.31%-23.9pp | 53.97%-36.6pp |
| Employer contribution / active EE | $1,658 | $2,334-29.0% | $2,498-33.6% | $2,524-34.3% |
| Participant deferral / active EE | $3,222 | $3,602-10.5% | $3,722-13.4% | $4,232-23.9% |
| Admin fee / account holder | $70 | $98-29.0% | $5,664-98.8% | $114-39.0% |