Filed December 11, 2007
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 |
|---|---|---|
WAKEFIELD ASSET MANAGEMENT1+ years Service code 26 7887 E. BELLEVIEW AVE. · ENGLEWOOD, CO 80111 | Advisory (Participants) | $42,642 |
Filed as: DIGITAL RETIREMENT SOLUTIONS INC. Service code 12 · EIN 84-1477138 | Participant communication; Sub-transf... | $9,158 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Float revenue;... | $4,496 |
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 | $19,713 | $39,245-49.8% | $64,105-69.2% | $52,331-62.3% |
| Participation rate | 93.4% | 58.2%+35.2pp | 68.2%+25.2pp | 68.1%+25.3pp |
| Annual return | -0.64% | 14.79%-15.4pp | 791.24%-791.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $652 | $736-11.5% | $1,820-64.2% | $1,882-65.4% |
| Participant deferral / active EE | $2,782 | $1,992+39.7% | $2,822-1.4% | $3,022-7.9% |
| Admin fee / account holder | $143 | $592-75.9% | $4,499-96.8% | $592-75.9% |