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 | $9,379 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $4,613 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $3,958 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,891 |
WC ADMINISTRATORS, LLC3 years Service code 13 6995 UNION PARK CENTER #320 · MIDVALE, UT 84047 | Contract Administrator | $2,902 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $2,622 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,863 | $77,660-46.1% | $109,143-61.6% | $79,386-47.3% |
| Participation rate | 90.4% | 67.8%+22.6pp | 75.9%+14.5pp | 70.7%+19.7pp |
| Annual return | 14.10% | 23.44%-9.3pp | 25.75%-11.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,649 | $3,518+3.7% | $4,653-21.6% | $4,046-9.8% |
| Admin fee / account holder | $195 | $732-73.4% | $6,752-97.1% | $626-68.9% |