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 | $56,627 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PL · CHICAGO, IL 606731218 | Other Fees | $30,772 |
IMA WEALTH INC1 year Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $3,702 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,679 | $104,317-64.8% | $159,436-77.0% | $86,799-57.7% |
| Participation rate | 93.9% | 77.7%+16.2pp | 82.8%+11.1pp | 72.3%+21.6pp |
| Annual return | 12.42% | 26.32%-13.9pp | 263.57%-251.1pp | 97.91%-85.5pp |
| Employer contribution / active EE | $2,947 | $3,451-14.6% | $4,829-39.0% | $2,405+22.5% |
| Participant deferral / active EE | $5,540 | $6,837-19.0% | $7,352-24.7% | $4,131+34.1% |
| Admin fee / account holder | $109 | $172-36.8% | $10,799-99.0% | $170-35.8% |