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 MGMT3+ years Service code 51 FIRST NATIONAL BANK TOWER - 4TH FL · FORT COLLINS, CO 80521 | Investment Mgmt Fees | $64,095 |
AON CONSULTING3+ years Service code 11 · EIN 23-2293237 | Actuarial | $58,000 |
FIRST NATIONAL BANK OF OMAHA3+ years Filed as: FIRST NATIONAL BANK Service code 15 · EIN 84-1182598 | Recordkeeping | $20,069 |
EIDE BAILLY LLP3+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $12,500 |
SPENCERFANE1 year Filed as: SPENCERFANE LLP Service code 29 · EIN 44-0561981 | Legal | $1,195 |
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 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 | $0 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 12.77% | 9.55%+3.2pp | 10.16%+2.6pp | 10.41%+2.4pp |
| Employer contribution / active EE | $0 | $14,371-100.0% | $33,192-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |