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 | $91,976 |
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $31,500 |
BRIGGS & VESELKA CO.4 years Filed as: BRIGGS & VESELKA CO Service code 10 NINE GREENWAY PLAZA STE 1700 · HOUSTON, TX 77046 | Accounting | $14,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,480 | $92,303-7.4% | $152,466-43.9% | $86,799-1.5% |
| Participation rate | 99.4% | 81.1%+18.4pp | 78.2%+21.2pp | 72.3%+27.2pp |
| Annual return | 13.82% | 531.69%-517.9pp | 757.33%-743.5pp | 97.91%-84.1pp |
| Employer contribution / active EE | $189 | $3,748-95.0% | $4,327-95.6% | $2,405-92.2% |
| Participant deferral / active EE | $6,612 | $5,599+18.1% | $5,820+13.6% | $4,131+60.1% |
| Admin fee / account holder | $99 | $150-33.8% | $15,805-99.4% | $170-41.5% |