Filed February 13, 2017
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $34,580 |
KORNERSTONE, INC.1 year Filed as: KORNERSTONE INC. 401(K) SERVICES Service code 27 2452 LAKEWEST DR · CHICO, CA 95928 | Advisory (Plan) | $26,036 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD, STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $15,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,745 | $48,064-25.6% | $78,778-54.6% | $69,631-48.7% |
| Participation rate | 60.8% | 61.6%-0.8pp | 69.2%-8.4pp | 70.7%-9.9pp |
| Annual return | 17.94% | 21.81%-3.9pp | 35.62%-17.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,611 | $2,079-22.5% | $2,958-45.5% | $3,224-50.0% |
| Admin fee / account holder | $264 | $152+73.5% | $5,134-94.9% | $110+138.7% |