Filed January 30, 1998
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 | $73,743 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $53,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,457 |
GRANT THORNTON LLP5+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $22,940 |
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 | $74,215 | $69,159+7.3% | $125,175-40.7% | $67,579+9.8% |
| Participation rate | 98.0% | 78.2%+19.8pp | 79.8%+18.2pp | 71.3%+26.7pp |
| Annual return | 22.85% | 27.12%-4.3pp | 43.79%-20.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,025 | $2,023+0.1% | $3,865-47.6% | $2,148-5.7% |
| Participant deferral / active EE | $4,143 | $3,700+12.0% | $4,937-16.1% | $3,539+17.1% |
| Admin fee / account holder | $170 | $142+19.6% | $9,702-98.3% | $142+19.2% |