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 8-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 |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 23-2293237 | Actuarial | $80,325 |
FIRST NATIONAL WEALTH MGMT1+ years Service code 51 FIRST NATIONAL BANK TOWER -4TH FL · FORT COLLINS, CO 80521 | Investment Mgmt Fees | $76,360 |
FIRST NATIONAL BANK OF OMAHA1+ years Filed as: FIRST NATIONAL BANK Service code 21 · EIN 84-1182598 | Bank Trustee | $29,728 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $12,500 |
BARENBAUM WEINSHIENK1+ years Service code 29 370 SEVENTEENTH STREET SUITE 4800 · DENVER, CO 80202 | Legal | $660 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -0.75% | -2.03%+1.3pp | -2.00%+1.3pp | 2.81%-3.6pp |
| Employer contribution / active EE | $0 | $9,185-100.0% | $34,470-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |