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 |
|---|---|---|
FIRST NATIONAL WEALTH MGMT2+ years Service code 51 FIRST NATIONAL BANK TOWER - 4TH FL · FORT COLLINS, CO 80521 | Investment Mgmt Fees | $65,766 |
AON CONSULTING2+ years Service code 11 · EIN 23-2293237 | Actuarial | $58,213 |
EIDE BAILLY LLP2+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $18,742 |
FIRST NATIONAL BANK OF OMAHA2+ years Filed as: FIRST NATIONAL BANK Service code 15 · EIN 84-1182598 | Recordkeeping | $17,782 |
BARENBAUM WEINSHIENK2+ years Service code 29 370 SEVENTEENTH STREET, SUITE 4800 · DENVER, CO 80202 | Legal | $5,958 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 1.94% | 45.66%-43.7pp | 5.00%-3.1pp | 11.88%-9.9pp |
| Employer contribution / active EE | $0 | $9,637-100.0% | $35,918-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |