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 | $71,766 |
BLANKENSHIP CPA GROUP, PLLC4 years Service code 10 109 WEST PARK DRIVE · BRENTWOOD, TN 37027 | Accounting | $8,900 |
TD AMERITRADE, INC.5+ years Service code 33 208 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3,479 |
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 | $61,022 | $41,410+47.4% | $84,015-27.4% | $82,204-25.8% |
| Participation rate | 19.9% | 57.6%-37.7pp | 69.0%-49.1pp | 73.4%-53.5pp |
| Annual return | 21.93% | 21.09%+0.8pp | 71.31%-49.4pp | 26.31%-4.4pp |
| Employer contribution / active EE | $559 | $833-32.9% | $1,983-71.8% | $2,707-79.3% |
| Participant deferral / active EE | $864 | $1,628-46.9% | $3,239-73.3% | $4,246-79.6% |
| Admin fee / account holder | $30 | $89-65.8% | $6,101-99.5% | $76-59.9% |