Filed November 15, 2013
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,471 |
SAGEPOINT FINANCIAL INC2 years Service code 55 2800 N. CENTRAL AVE # 2100 · PHOENIX, AZ 85004 | Other Commissions | $0 |
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 | $67,607 | $71,666-5.7% | $117,854-42.6% | $69,631-2.9% |
| Participation rate | 74.2% | 77.5%-3.4pp | 79.7%-5.5pp | 70.7%+3.5pp |
| Annual return | 22.87% | 18.86%+4.0pp | 335.08%-312.2pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,231 | $3,340+176.4% | $4,482+106.0% | $3,224+186.3% |
| Admin fee / account holder | $185 | $120+53.8% | $8,020-97.7% | $110+67.5% |