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 | $137,157 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $126,003 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,949 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,318 | $100,801+166.2% | $149,696+79.2% | $73,409+265.5% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 18.71% | 265.34%-246.6pp | 276.60%-257.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $12,908 | $3,312+289.8% | $4,644+177.9% | $2,234+477.9% |
| Participant deferral / active EE | $14,264 | $6,404+122.7% | $6,842+108.5% | $3,805+274.8% |
| Admin fee / account holder | $421 | $181+132.8% | $9,309-95.5% | $158+166.6% |