Filed October 18, 2004
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 | $162,112 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $96,765 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,148 |
CASTAING HUSSEY & LOLAN LLC3 years Service code 10 PO BOX 14240 · NEW IBERIA, LA 705624240 | Accounting | $21,800 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,500 |
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 | $123,336 | $48,592+153.8% | $185,823-33.6% | $90,288+36.6% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.0%+19.4pp | 73.4%+24.1pp |
| Annual return | 16.49% | 68.51%-52.0pp | 35.95%-19.5pp | 53.97%-37.5pp |
| Employer contribution / active EE | $4,839 | $1,389+248.3% | $4,087+18.4% | $2,524+91.7% |
| Participant deferral / active EE | $7,374 | $3,463+112.9% | $5,632+30.9% | $4,232+74.2% |
| Admin fee / account holder | $68 | $77-12.5% | $9,500-99.3% | $114-40.6% |