Filed October 18, 2004 (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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,899 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $3,241 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $601 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,561 | $83,477-44.2% | $125,175-62.8% | $72,985-36.2% |
| Participation rate | 89.8% | 73.3%+16.5pp | 79.8%+10.0pp | 69.5%+20.3pp |
| Annual return | 21.21% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,596 | $2,345+53.3% | $3,865-7.0% | $2,440+47.4% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,311 | $5,517-3.7% | $9,702-45.3% | $5,124+3.6% |