Filed October 1, 2015 (most recent of 3 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $141,058 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $111,223 |
RSM US LLP3 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $10,719 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,993 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,048 | $80,005+20.1% | $140,016-31.4% | $55,725+72.4% |
| Participation rate | 95.0% | 87.0%+8.0pp | 87.5%+7.5pp | 70.9%+24.2pp |
| Annual return | -6.34% | 0.46%-6.8pp | 651.12%-657.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $6,227 | $3,403+83.0% | $5,606+11.1% | $2,078+199.6% |
| Participant deferral / active EE | $3,811 | $5,264-27.6% | $6,927-45.0% | $3,356+13.6% |
| Admin fee / account holder | $292 | $116+152.5% | $10,705-97.3% | $115+153.6% |