Filed August 23, 2013
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 | $6,578 |
Service code 21 P.O. BOX 986 · ST. CLOUD, MN 56301 | Bank Trustee | $1,563 |
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 | $21,661 | $62,928-65.6% | $172,739-87.5% | $67,579-67.9% |
| Participation rate | 57.7% | 64.5%-6.8pp | 82.6%-25.0pp | 71.3%-13.6pp |
| Annual return | 28.21% | 30.36%-2.1pp | 802.84%-774.6pp | 378.56%-350.3pp |
| Employer contribution / active EE | $618 | $1,636-62.2% | $5,143-88.0% | $2,148-71.2% |
| Participant deferral / active EE | $1,211 | $2,145-43.5% | $5,198-76.7% | $3,539-65.8% |
| Admin fee / account holder | $18 | $167-89.4% | $13,954-99.9% | $142-87.5% |