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 | $18,761 |
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 | $113,783 | $72,658+56.6% | $127,761-10.9% | $67,579+68.4% |
| Participation rate | 97.2% | 80.0%+17.2pp | 79.0%+18.2pp | 71.3%+25.9pp |
| Annual return | 26.37% | 26.49%-0.1pp | 26.14%+0.2pp | 378.56%-352.2pp |
| Employer contribution / active EE | $5,272 | $3,988+32.2% | $4,574+15.3% | $2,148+145.5% |
| Participant deferral / active EE | $8,154 | $5,383+51.5% | $6,021+35.4% | $3,539+130.4% |
| Admin fee / account holder | $51 | $127-59.5% | $9,395-99.5% | $142-63.9% |