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 | $37,881 |
OLD NORTH STATE TRUST2 years Filed as: OLD NORTH STATE TRUST LLC Service code 27 1250 REVOLUTION MILL DR STE 152 · GREENSBORO, NC 27402 | Advisory (Plan) | $5,925 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 2 PLAYERS CLUB DR STE 100 · CHARLESTON, WV 25311 | Accounting | $400 |
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 | $51,611 | $111,608-53.8% | $177,821-71.0% | $73,409-29.7% |
| Participation rate | 88.4% | 87.9%+0.6pp | 87.7%+0.7pp | 72.2%+16.3pp |
| Annual return | 21.00% | 18.23%+2.8pp | 48.32%-27.3pp | 59.29%-38.3pp |
| Employer contribution / active EE | $2,617 | $3,796-31.1% | $5,918-55.8% | $2,234+17.2% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $142 | $166-14.2% | $12,427-98.9% | $158-10.0% |