Filed March 19, 2002
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 | $17,560 |
SAGEPOINT FINANCIAL INC2 years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $10,992 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,330 | $63,114-1.2% | $92,893-32.9% | $65,185-4.4% |
| Participation rate | 59.4% | 68.8%-9.3pp | 76.0%-16.6pp | 70.2%-10.8pp |
| Annual return | 21.17% | 28.75%-7.6pp | 109.41%-88.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,031 | $2,571-59.9% | $3,653-71.8% | $2,177-52.6% |
| Participant deferral / active EE | $2,106 | $3,108-32.3% | $4,236-50.3% | $3,514-40.1% |
| Admin fee / account holder | $223 | $624-64.2% | $5,794-96.1% | $847-73.6% |