Filed December 15, 2011
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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,840 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $15,479 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY LTD Service code 10 4810 WHITE BEAR PARKWAY · WHITE BEAR LAKE, MN 55110 | Accounting | $9,400 |
Service code 13 7300 METRO BLVD. · EDINA, MN 55439 | Contract Administrator | $8,202 |
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 | $41,338 | $63,114-34.5% | $92,893-55.5% | $65,185-36.6% |
| Participation rate | 94.0% | 68.8%+25.2pp | 76.0%+18.0pp | 70.2%+23.8pp |
| Annual return | 20.33% | 28.75%-8.4pp | 109.41%-89.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,038 | $2,571-20.7% | $3,653-44.2% | $2,177-6.4% |
| Participant deferral / active EE | $4,699 | $3,108+51.2% | $4,236+10.9% | $3,514+33.7% |
| Admin fee / account holder | $284 | $624-54.5% | $5,794-95.1% | $847-66.5% |