Filed December 3, 1992
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 8-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 | $54,724 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 70 · EIN 26-3521867 4333 ADMIRALTY WAY, G-1 WEST · MARINA DEL REY, CA 90292 | Consulting Fees | $0 |
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 | $101,276 | $64,457+57.1% | $111,392-9.1% | $55,725+81.7% |
| Participation rate | 94.7% | 79.7%+15.0pp | 78.9%+15.9pp | 70.9%+23.9pp |
| Annual return | -0.61% | -19.97%+19.4pp | -2.06%+1.5pp | 244.93%-245.5pp |
| Employer contribution / active EE | $4,839 | $3,956+22.3% | $4,328+11.8% | $2,078+132.9% |
| Participant deferral / active EE | $7,227 | $5,219+38.5% | $5,567+29.8% | $3,356+115.4% |
| Admin fee / account holder | $120 | $112+6.8% | $12,266-99.0% | $115+3.8% |