Filed February 11, 2011
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,511 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $18,662 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 99 7425 MISSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Other Fees | $9,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,898 | $60,165-20.4% | $74,184-35.4% | $55,167-13.2% |
| Participation rate | 69.2% | 74.2%-4.9pp | 76.6%-7.4pp | 69.0%+0.2pp |
| Annual return | 8.25% | 10.00%-1.7pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $614 | $1,600-61.6% | $2,370-74.1% | $1,963-68.7% |
| Participant deferral / active EE | $2,842 | $2,973-4.4% | $3,550-19.9% | $3,054-7.0% |
| Admin fee / account holder | $480 | $419+14.6% | $5,586-91.4% | $504-4.6% |