Filed December 18, 1992
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 | $13,304 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $12,522 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $225 |
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 | $46,513 | $53,777-13.5% | $134,143-65.3% | $79,858-41.8% |
| Participation rate | 80.2% | 58.8%+21.4pp | 72.2%+8.0pp | 69.6%+10.6pp |
| Annual return | 13.36% | 19.01%-5.6pp | 36.33%-23.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,744 | $1,321+32.0% | $3,704-52.9% | $2,471-29.4% |
| Participant deferral / active EE | $3,102 | $2,420+28.2% | $3,499-11.3% | $3,740-17.1% |
| Admin fee / account holder | $253 | $3,984-93.7% | $6,684-96.2% | $5,306-95.2% |