Filed February 16, 2006
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,283 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,930 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $359 |
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 | $39,708 | $52,953-25.0% | $172,739-77.0% | $65,185-39.1% |
| Participation rate | 90.2% | 66.2%+24.0pp | 82.6%+7.6pp | 70.2%+20.0pp |
| Annual return | 18.48% | 30.12%-11.6pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $324 | $2,190-85.2% | $5,143-93.7% | $2,177-85.1% |
| Participant deferral / active EE | $3,005 | $2,471+21.6% | $5,198-42.2% | $3,514-14.5% |
| Admin fee / account holder | $260 | $472-44.8% | $13,954-98.1% | $847-69.3% |