Filed October 14, 2015
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 | $41,492 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $17,484 |
Service code 99 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Fees | $1,839 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $585 |
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 | $82,569 | $89,652-7.9% | $141,162-41.5% | $65,185+26.7% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.5%+16.0pp | 70.2%+28.2pp |
| Annual return | 24.62% | 32.79%-8.2pp | 71.39%-46.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $5,504 | $3,065+79.6% | $4,735+16.2% | $2,177+152.9% |
| Participant deferral / active EE | $6,959 | $5,691+22.3% | $6,709+3.7% | $3,514+98.0% |
| Admin fee / account holder | $295 | $569-48.1% | $10,261-97.1% | $847-65.2% |