Filed December 24, 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 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 | $24,785 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $24,608 |
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 | $48,144 | $73,638-34.6% | $95,952-49.8% | $73,488-34.5% |
| Participation rate | 95.3% | 76.2%+19.1pp | 77.1%+18.2pp | 70.7%+24.6pp |
| Annual return | 14.00% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,205 | $1,863-35.3% | $2,541-52.6% | $2,270-46.9% |
| Participant deferral / active EE | $3,194 | $3,617-11.7% | $4,167-23.3% | $3,740-14.6% |
| Admin fee / account holder | $167 | $482-65.4% | $6,795-97.5% | $513-67.5% |