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 | $47,430 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 2 PLAYERS CLUB DR STE 100 · CHARLESTON, WV 25311 | Accounting | $10,725 |
Service code 99 100 E LAKE DR · GREENSBORO, NC 27403 | Other Fees | $6,890 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,802 | $111,491-48.2% | $189,513-69.5% | $86,799-33.4% |
| Participation rate | 92.6% | 87.3%+5.3pp | 87.8%+4.8pp | 72.3%+20.3pp |
| Annual return | 15.85% | 83.50%-67.6pp | 555.15%-539.3pp | 97.91%-82.1pp |
| Employer contribution / active EE | $3,005 | $3,951-23.9% | $6,162-51.2% | $2,405+24.9% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $196 | $189+3.8% | $12,045-98.4% | $170+15.5% |