Filed June 8, 2009 (most recent of 3 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $245,386 |
CAROL ZMUDA PA2 years Service code 10 12312 MONTALCINO CIR · WINDERMERE, FL 34786 | Accounting | $25,000 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,617 | $29,516-26.8% | $77,482-72.1% | $90,288-76.1% |
| Participation rate | 89.1% | 33.7%+55.4pp | 54.2%+34.9pp | 73.4%+15.7pp |
| Annual return | 10.60% | 231.18%-220.6pp | 54.79%-44.2pp | 53.97%-43.4pp |
| Employer contribution / active EE | $222 | $381-41.6% | $986-77.5% | $2,524-91.2% |
| Participant deferral / active EE | $1,374 | $944+45.5% | $1,861-26.2% | $4,232-67.5% |
| Admin fee / account holder | $93 | $106-12.1% | $2,858-96.7% | $114-18.4% |