Filed April 2, 2008 (most recent of 3 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $146,534 |
REGIONS BANK2 years Service code 27 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $47,077 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $19,450 |
COWEN & COMPANY LLC1 year Filed as: COWEN & COMPANY, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $1,246 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,515 | $127,218-24.1% | $392,568-75.4% | $77,787+24.1% |
| Participation rate | 75.4% | 82.0%-6.6pp | 78.1%-2.7pp | 73.2%+2.1pp |
| Annual return | 24.51% | 25.27%-0.8pp | 24.42%+0.1pp | 32.57%-8.1pp |
| Employer contribution / active EE | $1,642 | $3,064-46.4% | $3,783-56.6% | $2,504-34.4% |
| Participant deferral / active EE | $3,877 | $4,820-19.6% | $5,985-35.2% | $3,967-2.3% |
| Admin fee / account holder | $91 | $89+2.4% | $6,260-98.5% | $100-8.9% |