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 | $228,267 |
Filed as: UNITED BANK Service code 25 11185 FAIRFAX BLVD · FAIRFAX, VA 22030 | Directed Trustee | $157,311 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,949 | $118,337-38.4% | $189,513-61.5% | $93,030-21.6% |
| Participation rate | 74.8% | 89.1%-14.2pp | 87.8%-13.0pp | 73.9%+0.9pp |
| Annual return | 22.07% | 21.77%+0.3pp | 555.15%-533.1pp | 158.70%-136.6pp |
| Employer contribution / active EE | $2,785 | $4,204-33.8% | $6,162-54.8% | $2,706+2.9% |
| Participant deferral / active EE | $4,705 | $7,123-33.9% | $8,221-42.8% | $4,562+3.1% |
| Admin fee / account holder | $136 | $100+36.8% | $12,045-98.9% | $152-10.1% |