Filed July 26, 2005
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 27 1225 L ST., STE. 200 · LINCOLN, NE 68508 | Advisory (Plan) | $8,025 |
DA DAVIDSON & CO1 year Service code 27 8 THIRD ST. NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $6,310 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $888 |
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 | $51,816 | $74,089-30.1% | $133,980-61.3% | $55,167-6.1% |
| Participation rate | 94.7% | 84.3%+10.4pp | 87.1%+7.6pp | 69.0%+25.7pp |
| Annual return | 7.62% | 12.11%-4.5pp | 29.30%-21.7pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,795 | $3,064-41.4% | $5,211-65.6% | $1,963-8.6% |
| Participant deferral / active EE | $3,671 | $4,678-21.5% | $6,282-41.6% | $3,054+20.2% |
| Admin fee / account holder | $2 | $458-99.7% | $9,324-100.0% | $504-99.7% |