Filed June 9, 1998
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 | $118,907 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $112,555 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,148 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $16,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $213,624 | $88,122+142.4% | $141,162+51.3% | $67,579+216.1% |
| Participation rate | 99.0% | 76.5%+22.6pp | 82.5%+16.6pp | 71.3%+27.8pp |
| Annual return | 23.76% | 75.40%-51.6pp | 71.39%-47.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $10,771 | $3,224+234.1% | $4,735+127.5% | $2,148+401.5% |
| Participant deferral / active EE | $12,528 | $5,958+110.3% | $6,709+86.7% | $3,539+254.0% |
| Admin fee / account holder | $363 | $131+177.3% | $10,261-96.5% | $142+155.1% |