Filed September 14, 2006 (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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $281,416 |
JONES WALKER LLP3 years Service code 29 201 ST CHARLES 50TH FL · NEW ORLEANS, LA 701705100 | Legal | $21,678 |
COWEN & COMPANY LLC2 years Service code 50 · EIN 84-1702964 | Direct Payment | $14,778 |
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 | $90,568 | $110,699-18.2% | $177,821-49.1% | $90,288+0.3% |
| Participation rate | 99.5% | 88.3%+11.2pp | 87.7%+11.8pp | 73.4%+26.2pp |
| Annual return | 14.03% | 22.79%-8.8pp | 48.32%-34.3pp | 53.97%-39.9pp |
| Employer contribution / active EE | $4,516 | $4,118+9.6% | $5,918-23.7% | $2,524+78.9% |
| Participant deferral / active EE | $6,340 | $6,731-5.8% | $7,714-17.8% | $4,232+49.8% |
| Admin fee / account holder | $57 | $90-37.2% | $12,427-99.5% | $114-50.4% |