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 | $7,963 |
Service code 21 P.O. BOX 986 1100 · ST. CLOUD, MN 56301 | Bank Trustee | $2,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,084 | $56,485-41.4% | $185,823-82.2% | $86,799-61.9% |
| Participation rate | 57.0% | 65.5%-8.5pp | 81.7%-24.7pp | 72.3%-15.3pp |
| Annual return | 16.89% | 118.04%-101.1pp | 122.05%-105.2pp | 97.91%-81.0pp |
| Employer contribution / active EE | $962 | $1,843-47.8% | $5,167-81.4% | $2,405-60.0% |
| Participant deferral / active EE | $1,576 | $2,553-38.3% | $5,568-71.7% | $4,131-61.9% |
| Admin fee / account holder | $27 | $150-82.1% | $16,237-99.8% | $170-84.2% |