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 | $19,874 |
JOHNSON BANK4 years Filed as: JOHNSON FINANCIAL GROUP Service code 27 525 JUNCTION RD STE 2000 · MADISON, WI 53717 | Advisory (Plan) | $15,263 |
PEERY & ASSOCIATES, INC.4 years Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $1,750 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,565 | $84,936-53.4% | $111,297-64.5% | $79,386-50.2% |
| Participation rate | 65.2% | 75.9%-10.6pp | 77.3%-12.1pp | 70.7%-5.5pp |
| Annual return | 13.98% | 17.45%-3.5pp | 54.65%-40.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,300 | $1,979-34.3% | $2,731-52.4% | $2,427-46.4% |
| Participant deferral / active EE | $2,607 | $3,888-33.0% | $4,487-41.9% | $4,046-35.6% |
| Admin fee / account holder | $275 | $537-48.7% | $7,964-96.5% | $626-56.0% |