Filed April 29, 2008 (most recent of 2 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 | $120,526 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,481 |
AON CONSULTING2 years Service code 27 1900 16TH STREET · DENVER, CO 80202 | Advisory (Plan) | $43,708 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,455 | $44,989-36.8% | $170,442-83.3% | $77,958-63.5% |
| Participation rate | 88.8% | 64.6%+24.2pp | 83.6%+5.2pp | 71.6%+17.2pp |
| Annual return | 13.76% | 19.61%-5.9pp | 205.93%-192.2pp | 20.87%-7.1pp |
| Employer contribution / active EE | $854 | $1,466-41.7% | $5,433-84.3% | $2,310-63.0% |
| Participant deferral / active EE | $1,814 | $2,208-17.8% | $4,939-63.3% | $3,537-48.7% |
| Admin fee / account holder | $75 | $69+8.5% | $13,880-99.5% | $97-23.2% |