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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |