Filed July 30, 2013
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 | $14,689 |
JOHNSON BANK2 years Filed as: JOHNSON FINANCIAL GROUP Service code 27 525 JUNCTION RD STE 2000 · MADISON, WI 53717 | Advisory (Plan) | $11,029 |
PEERY & ASSOCIATES, INC.2 years Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $1,875 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,188 | $65,376-53.8% | $87,100-65.3% | $65,185-53.7% |
| Participation rate | 60.7% | 75.3%-14.7pp | 76.9%-16.2pp | 70.2%-9.5pp |
| Annual return | 26.39% | 31.27%-4.9pp | 28.19%-1.8pp | 29.38%-3.0pp |
| Employer contribution / active EE | $970 | $1,822-46.8% | $2,521-61.5% | $2,177-55.5% |
| Participant deferral / active EE | $1,821 | $3,388-46.2% | $4,049-55.0% | $3,514-48.2% |
| Admin fee / account holder | $171 | $520-67.2% | $7,497-97.7% | $847-79.9% |