Filed January 25, 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. $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 | $49,416 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Filed as: SILVERSTONE ASSET MGMT, INC Service code 27 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $26,385 |
Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES ST STE 100 · OMAHA, NE 68130 | Contract Administrator | $8,746 |
GOLDLEAF PARTNERS2+ years Service code 99 PO BOX 806 · BRAINERD, MN 56401 | Other Fees | $0 |
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 | $37,848 | $50,643-25.3% | $106,619-64.5% | $55,167-31.4% |
| Participation rate | 85.1% | 65.6%+19.5pp | 78.0%+7.1pp | 69.0%+16.1pp |
| Annual return | 6.91% | 7.02%-0.1pp | 9.42%-2.5pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,596 | $1,626-1.8% | $3,947-59.6% | $1,963-18.7% |
| Participant deferral / active EE | $3,296 | $2,208+49.3% | $3,930-16.1% | $3,054+7.9% |
| Admin fee / account holder | $21 | $488-95.7% | $6,418-99.7% | $504-95.8% |