Filed November 9, 2015 (most recent of 3 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 | $22,404 |
CHERRY BEKAERT LLP4+ years Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $9,700 |
Service code 10 575 LYNNHAVEN PARKWAY SUITE 310 · VIRGINIA BEACH, VA 23452 | Accounting | $5,292 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,763 | $80,005-56.5% | $140,016-75.2% | $55,725-37.6% |
| Participation rate | 88.7% | 87.0%+1.7pp | 87.5%+1.2pp | 70.9%+17.8pp |
| Annual return | -4.85% | 0.46%-5.3pp | 651.12%-656.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,598 | $3,403-23.6% | $5,606-53.6% | $2,078+25.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $134 | $116+15.9% | $10,705-98.7% | $115+16.4% |