Filed June 18, 2008
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 | $237,435 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,550 |
TORRILLO & ASSOCIATES, LLC5 years Filed as: BOYER & RITTER LLC Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $23,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,776 | $48,166+24.1% | $96,562-38.1% | $93,030-35.7% |
| Participation rate | 93.9% | 65.1%+28.8pp | 69.8%+24.1pp | 73.9%+20.0pp |
| Annual return | 14.66% | 21.31%-6.6pp | 37.78%-23.1pp | 158.70%-144.0pp |
| Employer contribution / active EE | $1,293 | $1,070+20.8% | $2,356-45.1% | $2,706-52.2% |
| Participant deferral / active EE | $4,289 | $2,576+66.5% | $3,849+11.4% | $4,562-6.0% |
| Admin fee / account holder | $171 | $110+55.0% | $6,181-97.2% | $152+12.7% |