Filed November 25, 2008
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,751 |
LPL FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 15 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Recordkeeping | $22,211 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,335 | $71,666-59.1% | $117,854-75.1% | $69,631-57.9% |
| Participation rate | 92.7% | 77.5%+15.2pp | 79.7%+13.1pp | 70.7%+22.0pp |
| Annual return | 17.96% | 18.86%-0.9pp | 335.08%-317.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $611 | $1,889-67.6% | $3,786-83.8% | $2,032-69.9% |
| Participant deferral / active EE | $2,469 | $3,340-26.1% | $4,482-44.9% | $3,224-23.4% |
| Admin fee / account holder | $125 | $120+4.1% | $8,020-98.4% | $110+13.4% |