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 | $201,950 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $91,136 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,809 |
CASTAING HUSSEY & LOLAN LLC4 years Service code 10 PO BOX 14240 · NEW IBERIA, LA 705624240 | Accounting | $19,000 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,947 | $53,512+144.7% | $189,557-30.9% | $93,030+40.8% |
| Participation rate | 99.2% | 67.3%+31.9pp | 78.4%+20.8pp | 73.9%+25.3pp |
| Annual return | 14.69% | 20.32%-5.6pp | 64.17%-49.5pp | 158.70%-144.0pp |
| Employer contribution / active EE | $2,968 | $1,429+107.6% | $4,412-32.7% | $2,706+9.7% |
| Participant deferral / active EE | $7,567 | $3,748+101.9% | $6,174+22.6% | $4,562+65.9% |
| Admin fee / account holder | $97 | $95+2.1% | $9,807-99.0% | $152-36.0% |