Filed September 16, 2005 (most recent of 3 filings on file)
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 | $81,540 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,563 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSONALLEN, LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $11,000 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $91 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,235 | $111,491+194.4% | $189,513+73.2% | $86,799+278.2% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.2pp |
| Annual return | 16.32% | 83.50%-67.2pp | 555.15%-538.8pp | 97.91%-81.6pp |
| Employer contribution / active EE | $7,382 | $3,951+86.8% | $6,162+19.8% | $2,405+206.9% |
| Participant deferral / active EE | $14,425 | $6,437+124.1% | $8,221+75.5% | $4,131+249.2% |
| Admin fee / account holder | $243 | $189+29.0% | $12,045-98.0% | $170+43.5% |