Filed January 23, 2017
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 | $119,108 |
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $94,554 |
BRIGGS & VESELKA CO.2 years Filed as: BRIGGS & VESELKA CO Service code 10 NINE GREENWAY PLAZA STE 1700 · HOUSTON, TX 77046 | Accounting | $4,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,746 | $113,995-38.8% | $127,761-45.4% | $77,787-10.3% |
| Participation rate | 99.8% | 85.7%+14.1pp | 79.0%+20.8pp | 73.2%+26.6pp |
| Annual return | 23.49% | 26.09%-2.6pp | 26.14%-2.6pp | 32.57%-9.1pp |
| Employer contribution / active EE | $3,745 | $6,012-37.7% | $4,574-18.1% | $2,504+49.5% |
| Participant deferral / active EE | $6,215 | $7,267-14.5% | $6,021+3.2% | $3,967+56.7% |
| Admin fee / account holder | $125 | $108+16.3% | $9,395-98.7% | $100+25.3% |