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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,200 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $6,512 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $5,185 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,133 |
WC ADMINISTRATORS, LLC2 years Service code 13 6995 UNION PARK CENTER #320 · MIDVALE, UT 84047 | Contract Administrator | $1,040 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
Employer contribution per participant 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 | $41,062 | $69,362-40.8% | $101,248-59.4% | $73,488-44.1% |
| Participation rate | 88.6% | 68.4%+20.2pp | 75.8%+12.8pp | 70.7%+17.9pp |
| Annual return | 13.13% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,515 | $3,300+6.5% | $4,370-19.6% | $3,740-6.0% |
| Admin fee / account holder | $184 | $704-73.8% | $5,945-96.9% | $513-64.1% |