Filed November 9, 2005 (most recent of 2 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $84,141 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $6,400 |
Employer contribution per participant 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 | $47,622 | $96,403-50.6% | $93,606-49.1% | $77,787-38.8% |
| Participation rate | 89.9% | 87.6%+2.3pp | 75.8%+14.1pp | 73.2%+16.7pp |
| Annual return | 20.64% | 39.36%-18.7pp | 32.76%-12.1pp | 32.57%-11.9pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $2,718-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,691 | $5,341-12.2% | $4,069+15.3% | $3,967+18.2% |
| Admin fee / account holder | $43 | $90-52.4% | $7,888-99.5% | $100-57.4% |