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 | $7,488 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $7,479 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,397 |
WC ADMINISTRATORS, LLC4 years Service code 13 6995 UNION PARK CENTER #320 · MIDVALE, UT 84047 | Contract Administrator | $3,548 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $2,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,212 | $64,119-48.2% | $112,228-70.4% | $66,914-50.4% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.1%+18.0pp | 69.8%+23.3pp |
| Annual return | -15.11% | -13.81%-1.3pp | 27.45%-42.6pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,910 | $3,693+5.9% | $4,728-17.3% | $4,237-7.7% |
| Admin fee / account holder | $169 | $625-73.0% | $6,410-97.4% | $593-71.6% |