Filed July 17, 2005
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 | $71,208 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $70,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $236,954 | $55,453+327.3% | $170,442+39.0% | $62,292+280.4% |
| Participation rate | 95.4% | 66.4%+29.0pp | 83.6%+11.8pp | 69.5%+25.9pp |
| Annual return | 18.02% | 21.38%-3.4pp | 205.93%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $9,311 | $2,164+330.4% | $5,433+71.4% | $2,042+356.0% |
| Participant deferral / active EE | $7,372 | $2,303+220.1% | $4,939+49.2% | $3,169+132.6% |
| Admin fee / account holder | $430 | $455-5.5% | $13,880-96.9% | $479-10.3% |