Filed August 11, 1998
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 | $31,260 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 197 CLARENDON ST. · BOSTON, MA 02116 | Other Commissions | $11,146 |
TAX SHELTERED COMPENSATION, INC.3+ years Service code 13 7300 METRO BLVD. SUITE 450 · EDINA, MN 55439 | Contract Administrator | $7,151 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,174 | $63,299-39.7% | $91,001-58.1% | $62,292-38.7% |
| Participation rate | 84.4% | 73.3%+11.1pp | 75.6%+8.8pp | 69.5%+14.9pp |
| Annual return | 16.91% | 20.99%-4.1pp | 4.60%+12.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $35 | $1,807-98.1% | $2,456-98.6% | $2,042-98.3% |
| Participant deferral / active EE | $2,974 | $2,943+1.1% | $3,547-16.2% | $3,169-6.2% |
| Admin fee / account holder | $192 | $468-58.9% | $5,417-96.5% | $479-59.9% |