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 | $24,437 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 2 PLAYERS CLUB DR STE 100 · CHARLESTON, WV 25311 | Accounting | $20,000 |
OLD NORTH STATE TRUST1 year Filed as: OLD NORTH STATE TRUST LLC Service code 27 1250 REVOLUTION MILL DR STE 152 · GREENSBORO, NC 27402 | Advisory (Plan) | $5,590 |
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 | $43,172 | $88,515-51.2% | $162,163-73.4% | $67,579-36.1% |
| Participation rate | 89.5% | 86.8%+2.7pp | 87.6%+2.0pp | 71.3%+18.2pp |
| Annual return | 25.22% | 27.04%-1.8pp | 115.59%-90.4pp | 378.56%-353.3pp |
| Employer contribution / active EE | $2,690 | $3,563-24.5% | $5,614-52.1% | $2,148+25.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $171 | $124+38.1% | $10,843-98.4% | $142+20.0% |