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 | $68,859 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $3,666 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 | Securities brokerage | $20 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,041 | $66,750+12.4% | $105,722-29.0% | $57,658+30.1% |
| Participation rate | 85.2% | 79.2%+6.0pp | 78.9%+6.3pp | 70.2%+15.0pp |
| Annual return | 9.55% | 10.99%-1.4pp | 12.25%-2.7pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,625 | $3,766-56.9% | $4,079-60.2% | $1,974-17.7% |
| Participant deferral / active EE | $6,299 | $4,933+27.7% | $5,326+18.3% | $3,061+105.8% |
| Admin fee / account holder | $65 | $88-26.5% | $8,308-99.2% | $95-31.8% |