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 | $32,046 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $30,664 |
Filed as: NORTHWEST PLAN SERVICES Service code 99 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Other Fees | $750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,630 | $81,474-34.2% | $133,956-60.0% | $73,488-27.0% |
| Participation rate | 90.5% | 76.4%+14.1pp | 79.8%+10.7pp | 70.7%+19.8pp |
| Annual return | 12.11% | 19.40%-7.3pp | 45.09%-33.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $423 | $2,209-80.8% | $3,919-89.2% | $2,270-81.4% |
| Participant deferral / active EE | $3,988 | $3,786+5.3% | $5,048-21.0% | $3,740+6.7% |
| Admin fee / account holder | $195 | $713-72.7% | $8,927-97.8% | $513-62.1% |