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 | $36,380 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,238 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Contract Administrator | $833 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,996 | $111,608-24.7% | $177,821-52.8% | $73,409+14.4% |
| Participation rate | 97.2% | 87.9%+9.4pp | 87.7%+9.5pp | 72.2%+25.1pp |
| Annual return | 16.69% | 18.23%-1.5pp | 48.32%-31.6pp | 59.29%-42.6pp |
| Employer contribution / active EE | $4,043 | $3,796+6.5% | $5,918-31.7% | $2,234+81.0% |
| Participant deferral / active EE | $5,438 | $6,199-12.3% | $7,714-29.5% | $3,805+42.9% |
| Admin fee / account holder | $58 | $166-64.8% | $12,427-99.5% | $158-63.1% |