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 | $16,408 |
JOHNSON BANK3 years Filed as: JOHNSON FINANCIAL GROUP Service code 27 525 JUNCTION RD STE 2000 · MADISON, WI 53717 | Advisory (Plan) | $12,956 |
PEERY & ASSOCIATES, INC.3 years Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $2,625 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $618 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,401 | $73,638-51.9% | $95,952-63.1% | $73,488-51.8% |
| Participation rate | 63.4% | 76.2%-12.8pp | 77.1%-13.7pp | 70.7%-7.3pp |
| Annual return | 12.53% | 16.78%-4.3pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,170 | $1,863-37.2% | $2,541-53.9% | $2,270-48.5% |
| Participant deferral / active EE | $2,205 | $3,617-39.0% | $4,167-47.1% | $3,740-41.0% |
| Admin fee / account holder | $212 | $482-55.9% | $6,795-96.9% | $513-58.6% |