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 | $49,243 |
SILVERSTONE ASSET MANAGEMENT INC3+ years Filed as: SILVERSTONE ASSET MGMT, INC Service code 27 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $24,160 |
Filed as: BENEFIT PLANS, INC. Service code 13 | Contract Administrator | $7,265 |
Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES ST STE 100 · OMAHA, NE 68130 | Contract Administrator | $2,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
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 | $45,246 | $54,368-16.8% | $117,039-61.3% | $62,292-27.4% |
| Participation rate | 85.4% | 64.9%+20.4pp | 77.2%+8.2pp | 69.5%+15.9pp |
| Annual return | 15.46% | 21.77%-6.3pp | 18.95%-3.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,575 | $1,692-6.9% | $3,785-58.4% | $2,042-22.9% |
| Participant deferral / active EE | $3,231 | $2,269+42.4% | $3,929-17.8% | $3,169+1.9% |
| Admin fee / account holder | $7 | $493-98.6% | $5,974-99.9% | $479-98.6% |