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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,835 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 99 21875 NETWORK PL · CHICAGO, IL 606731218 | Other Fees | $6,362 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,013 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,578 | $100,801-71.6% | $149,696-80.9% | $73,409-61.1% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.3pp |
| Annual return | 16.52% | 265.34%-248.8pp | 276.60%-260.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $2,814 | $3,312-15.0% | $4,644-39.4% | $2,234+26.0% |
| Participant deferral / active EE | $5,118 | $6,404-20.1% | $6,842-25.2% | $3,805+34.5% |
| Admin fee / account holder | $91 | $181-49.4% | $9,309-99.0% | $158-42.1% |