Filed August 6, 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 9-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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,656 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,525 |
Filed as: MMCSC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $3,916 |
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 | $26,162 | $88,122-70.3% | $141,162-81.5% | $67,579-61.3% |
| Participation rate | 94.1% | 76.5%+17.7pp | 82.5%+11.6pp | 71.3%+22.8pp |
| Annual return | 21.27% | 75.40%-54.1pp | 71.39%-50.1pp | 378.56%-357.3pp |
| Employer contribution / active EE | $2,421 | $3,224-24.9% | $4,735-48.9% | $2,148+12.7% |
| Participant deferral / active EE | $4,628 | $5,958-22.3% | $6,709-31.0% | $3,539+30.8% |
| Admin fee / account holder | $89 | $131-31.8% | $10,261-99.1% | $142-37.3% |