Filed October 18, 2004
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 | $35,553 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $12,912 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ADMINISTRATIVE SERV Service code 13 6800 PARAGON PLACE SUITE 210 · RICHMOND, VA 23230 | Contract Administrator | $9,931 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,104 | $38,925-61.2% | $73,843-79.5% | $55,191-72.6% |
| Participation rate | 75.5% | 66.0%+9.4pp | 73.4%+2.0pp | 69.2%+6.3pp |
| Annual return | 2.44% | 6.31%-3.9pp | 2267.84%-2265.4pp | 10.78%-8.3pp |
| Employer contribution / active EE | $696 | $1,695-58.9% | $2,787-75.0% | $1,899-63.3% |
| Participant deferral / active EE | $1,764 | $2,351-25.0% | $3,583-50.8% | $3,046-42.1% |
| Admin fee / account holder | $87 | $83+5.2% | $4,880-98.2% | $91-3.9% |