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 | $65,727 |
BLANKENSHIP CPA GROUP, PLLC5 years Service code 10 109 WEST PARK DRIVE · BRENTWOOD, TN 37027 | Accounting | $2,200 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $90 |
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).
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 | $63,448 | $43,466+46.0% | $90,951-30.2% | $90,288-29.7% |
| Participation rate | 26.7% | 62.5%-35.8pp | 69.0%-42.3pp | 73.4%-46.6pp |
| Annual return | 13.71% | 25.26%-11.5pp | 134.60%-120.9pp | 53.97%-40.3pp |
| Employer contribution / active EE | $357 | $840-57.5% | $2,122-83.2% | $2,524-85.9% |
| Participant deferral / active EE | $1,083 | $2,138-49.3% | $3,373-67.9% | $4,232-74.4% |
| Admin fee / account holder | $25 | $92-73.1% | $5,959-99.6% | $114-78.3% |