Filed May 5, 2005
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 ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,732 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $20,000 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,919 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,422 | $52,293+55.7% | $178,490-54.4% | $73,409+10.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 13.42% | 34.75%-21.3pp | 151.07%-137.6pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,289 | $1,735+31.9% | $5,011-54.3% | $2,234+2.5% |
| Participant deferral / active EE | $4,302 | $2,332+84.5% | $5,202-17.3% | $3,805+13.1% |
| Admin fee / account holder | $73 | $127-42.4% | $13,984-99.5% | $158-53.6% |