Filed April 18, 2014 (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 | $195,907 |
Filed as: UNITED BANK Service code 25 11185 FAIRFAX BLVD · FAIRFAX, VA 22030 | Directed Trustee | $103,468 |
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 | $63,238 | $95,776-34.0% | $162,163-61.0% | $77,787-18.7% |
| Participation rate | 75.9% | 88.6%-12.7pp | 87.6%-11.6pp | 73.2%+2.7pp |
| Annual return | 32.45% | 37.03%-4.6pp | 115.59%-83.1pp | 32.57%-0.1pp |
| Employer contribution / active EE | $2,152 | $3,874-44.5% | $5,614-61.7% | $2,504-14.1% |
| Participant deferral / active EE | $4,070 | $6,125-33.6% | $7,298-44.2% | $3,967+2.6% |
| Admin fee / account holder | $132 | $88+50.0% | $10,843-98.8% | $100+31.5% |