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 | $73,729 |
BLANKENSHIP CPA GROUP, PLLC3 years Service code 10 109 WEST PARK DRIVE · BRENTWOOD, TN 37027 | Accounting | $8,600 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $5,000 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $4,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,495 | $32,284+75.0% | $74,550-24.2% | $68,904-18.0% |
| Participation rate | 23.3% | 58.1%-34.7pp | 69.1%-45.8pp | 74.1%-50.8pp |
| Annual return | -3.01% | -4.24%+1.2pp | 32.53%-35.5pp | 1.07%-4.1pp |
| Employer contribution / active EE | $697 | $782-10.9% | $1,961-64.5% | $2,540-72.6% |
| Participant deferral / active EE | $1,066 | $1,518-29.7% | $3,108-65.7% | $4,015-73.4% |
| Admin fee / account holder | $21 | $72-70.6% | $5,060-99.6% | $71-70.2% |