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 | $218,843 |
Filed as: UNITED BANK Service code 25 11185 FAIRFAX BLVD · FAIRFAX, VA 22030 | Directed Trustee | $117,691 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,447 | $110,699-44.5% | $177,821-65.4% | $90,288-31.9% |
| Participation rate | 72.2% | 88.3%-16.1pp | 87.7%-15.5pp | 73.4%-1.1pp |
| Annual return | 7.11% | 22.79%-15.7pp | 48.32%-41.2pp | 53.97%-46.9pp |
| Employer contribution / active EE | $2,299 | $4,118-44.2% | $5,918-61.1% | $2,524-8.9% |
| Participant deferral / active EE | $4,098 | $6,731-39.1% | $7,714-46.9% | $4,232-3.2% |
| Admin fee / account holder | $124 | $90+37.4% | $12,427-99.0% | $114+8.4% |