Filed January 23, 2015 (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 | $25,487 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $7,135 |
PBMARES, LLP1 year Filed as: PBMARES LLP Service code 10 PO BOX 844562 · BOSTON, MA 02284 | Accounting | $3,991 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $427 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,367 | $63,156-31.3% | $122,332-64.5% | $62,292-30.4% |
| Participation rate | 73.9% | 60.0%+13.9pp | 71.6%+2.3pp | 69.5%+4.4pp |
| Annual return | 18.45% | 20.61%-2.2pp | 30.27%-11.8pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,128 | $1,385-18.6% | $4,050-72.2% | $2,042-44.8% |
| Participant deferral / active EE | $2,162 | $2,321-6.8% | $3,287-34.2% | $3,169-31.8% |
| Admin fee / account holder | $203 | $440-53.8% | $5,478-96.3% | $479-57.6% |