Filed July 12, 2000 (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 | $45,626 |
BLANKENSHIP CPA GROUP, PLLC2 years Service code 10 109 WEST PARK DRIVE · BRENTWOOD, TN 37027 | Accounting | $8,300 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,103 |
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 | $60,885 | $38,833+56.8% | $78,778-22.7% | $77,958-21.9% |
| Participation rate | 96.2% | 60.9%+35.2pp | 69.2%+27.0pp | 71.6%+24.5pp |
| Annual return | 14.57% | 20.31%-5.7pp | 35.62%-21.0pp | 20.87%-6.3pp |
| Employer contribution / active EE | $2,534 | $840+201.9% | $1,986+27.6% | $2,310+9.7% |
| Participant deferral / active EE | $3,399 | $1,776+91.4% | $2,958+14.9% | $3,537-3.9% |
| Admin fee / account holder | $21 | $89-76.7% | $5,134-99.6% | $97-78.7% |