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 | $45,888 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $20,021 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $14,506 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,176 | $71,142-32.3% | $119,609-59.7% | $64,808-25.7% |
| Participation rate | 95.4% | 78.6%+16.7pp | 79.3%+16.1pp | 71.5%+23.9pp |
| Annual return | -16.40% | -10.01%-6.4pp | -14.97%-1.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,143 | $2,497-54.2% | $4,232-73.0% | $2,506-54.4% |
| Participant deferral / active EE | $4,428 | $4,490-1.4% | $5,602-21.0% | $4,310+2.7% |
| Admin fee / account holder | $190 | $162+16.9% | $10,323-98.2% | $188+0.9% |