Filed January 4, 2017
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 | $37,965 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $25,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,434 | $60,607+8.0% | $189,557-65.5% | $86,799-24.6% |
| Participation rate | 94.1% | 68.9%+25.2pp | 78.4%+15.7pp | 72.3%+21.8pp |
| Annual return | 13.23% | 65.18%-52.0pp | 64.17%-50.9pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,302 | $1,626+41.6% | $4,412-47.8% | $2,405-4.3% |
| Participant deferral / active EE | $5,455 | $3,895+40.0% | $6,174-11.6% | $4,131+32.0% |
| Admin fee / account holder | $186 | $159+17.3% | $9,807-98.1% | $170+9.9% |