Filed March 17, 2016
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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $14,918 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,730 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC. Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $2,150 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,146 |
Service code 13 PO BOAX 3789 · LITTLETON, CO 80161 | Contract Administrator | $665 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,319 | $52,953-29.5% | $172,739-78.4% | $65,185-42.7% |
| Participation rate | 83.9% | 66.2%+17.8pp | 82.6%+1.3pp | 70.2%+13.7pp |
| Annual return | 18.72% | 30.12%-11.4pp | 802.84%-784.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $3,576 | $2,190+63.3% | $5,143-30.5% | $2,177+64.3% |
| Participant deferral / active EE | $2,552 | $2,471+3.3% | $5,198-50.9% | $3,514-27.4% |
| Admin fee / account holder | $268 | $472-43.1% | $13,954-98.1% | $847-68.3% |