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 | $146,631 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,433 |
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 | $30,939 | $47,456-34.8% | $172,739-82.1% | $77,787-60.2% |
| Participation rate | 89.2% | 66.3%+23.0pp | 82.6%+6.6pp | 73.2%+16.0pp |
| Annual return | 18.22% | 35.57%-17.4pp | 802.84%-784.6pp | 32.57%-14.4pp |
| Employer contribution / active EE | $856 | $1,574-45.6% | $5,143-83.4% | $2,504-65.8% |
| Participant deferral / active EE | $1,989 | $2,560-22.3% | $5,198-61.7% | $3,967-49.9% |
| Admin fee / account holder | $39 | $81-52.4% | $13,954-99.7% | $100-61.5% |