Filed June 20, 1995
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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: LION STREET FINANCIAL LLC Service code 55 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Other Commissions | $18,084 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,308 |
WIDMER ROEL PC7+ years Service code 10 4334 18TH AVE S STE 101 · FARGO, ND 58103 | Accounting | $10,808 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,437 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $3,368 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,388 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,117 | $86,286-38.4% | $111,297-52.3% | $85,850-38.1% |
| Participation rate | 93.6% | 73.3%+20.3pp | 77.3%+16.3pp | 69.3%+24.3pp |
| Annual return | 11.99% | 19.99%-8.0pp | 54.65%-42.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,035 | $2,043-49.4% | $2,731-62.1% | $2,565-59.7% |
| Participant deferral / active EE | $2,872 | $3,641-21.1% | $4,487-36.0% | $3,952-27.3% |
| Admin fee / account holder | $174 | $8,188-97.9% | $7,964-97.8% | $6,260-97.2% |