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 | $108,976 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $49,173 |
BRIGGS & VESELKA CO.3 years Filed as: BRIGGS & VESELKA CO Service code 10 NINE GREENWAY PLAZA STE 1700 · HOUSTON, TX 77046 | Accounting | $14,000 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $81,871 | $94,621-13.5% | $138,135-40.7% | $73,409+11.5% |
| Participation rate | 97.5% | 83.4%+14.1pp | 78.7%+18.8pp | 72.2%+25.3pp |
| Annual return | 11.97% | 16.57%-4.6pp | 20.51%-8.5pp | 59.29%-47.3pp |
| Employer contribution / active EE | $2,041 | $4,410-53.7% | $5,587-63.5% | $2,234-8.6% |
| Participant deferral / active EE | $6,877 | $6,199+10.9% | $6,431+6.9% | $3,805+80.7% |
| Admin fee / account holder | $126 | $140-10.0% | $11,856-98.9% | $158-20.1% |