Filed April 29, 2009 (most recent of 2 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $243,340 |
RIDGEWORTH1 year Filed as: GENEVA CAPITAL MANAGEMENT LLC Service code 17 · EIN 01-6121855 | Pension Consulting | $106,064 |
BRIGGS AND MORGAN2 years Filed as: BRIGGS AND MORGAN PA Service code 17 · EIN 41-0954702 PO BOX 64591 · ST PAUL, MN 551640591 | Pension Consulting | $42,486 |
MERCER1 year Filed as: MERCER (US) INC DBA MERCER HEALTH & Service code 17 · EIN 61-0736136 PO BOX 730182 · DALLAS, TX 753730182 | Pension Consulting | $27,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $25,272 |
Filed as: REILLY PENNER & BENTON LLP Service code 17 · EIN 39-0747409 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Pension Consulting | $14,600 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $11,883 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,965 | $168,477+35.9% | $105,387+117.3% | $77,787+194.4% |
| Participation rate | 98.7% | 91.6%+7.0pp | 82.6%+16.1pp | 73.2%+25.5pp |
| Annual return | 8.64% | 25.62%-17.0pp | 26.82%-18.2pp | 32.57%-23.9pp |
| Employer contribution / active EE | $7,996 | $4,957+61.3% | $4,213+89.8% | $2,504+219.3% |
| Participant deferral / active EE | $10,245 | $8,141+25.8% | $5,502+86.2% | $3,967+158.2% |
| Admin fee / account holder | $170 | $103+65.9% | $6,559-97.4% | $100+69.9% |