Filed May 16, 2013
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 |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $25,479 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $525 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,285 | $33,745-22.1% | $64,105-59.0% | $55,191-52.4% |
| Participation rate | 79.9% | 59.4%+20.5pp | 68.2%+11.7pp | 69.2%+10.7pp |
| Annual return | -2.80% | 4.95%-7.7pp | 791.24%-794.0pp | 10.78%-13.6pp |
| Employer contribution / active EE | $406 | $641-36.7% | $1,820-77.7% | $1,899-78.6% |
| Participant deferral / active EE | $2,879 | $1,929+49.2% | $2,822+2.0% | $3,046-5.5% |
| Admin fee / account holder | $42 | $94-55.8% | $4,499-99.1% | $91-54.1% |