Filed December 18, 2018 (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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,205 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,293 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Contract Administrator | $10,000 |
SENTINEL PENSION ADVISORS5+ years Service code 27 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $5,341 |
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 | $69,991 | $88,515-20.9% | $162,163-56.8% | $67,579+3.6% |
| Participation rate | 96.6% | 86.8%+9.8pp | 87.6%+9.1pp | 71.3%+25.3pp |
| Annual return | 22.43% | 27.04%-4.6pp | 115.59%-93.2pp | 378.56%-356.1pp |
| Employer contribution / active EE | $3,725 | $3,563+4.5% | $5,614-33.6% | $2,148+73.4% |
| Participant deferral / active EE | $5,171 | $5,724-9.7% | $7,298-29.1% | $3,539+46.1% |
| Admin fee / account holder | $63 | $124-49.0% | $10,843-99.4% | $142-55.7% |