Filed January 23, 2015 (most recent of 2 filings on file)
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $76,117 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $64,003 |
THE BEHLER-YOUNG COMPANY1 year Service code 99 4900 CLYDE PARK AVE SW · GRAND RAPIDS, MI 49509 | Other Fees | $12,951 |
Service code 99 1801 CALIFORNIA ST 23 FLR · DENVER, CO 80202 | Other Fees | $5,196 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $796 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,833 | $93,182+26.5% | $146,665-19.7% | $79,386+48.4% |
| Participation rate | 98.8% | 76.4%+22.3pp | 80.1%+18.7pp | 70.7%+28.1pp |
| Annual return | 13.78% | 21.61%-7.8pp | 22.74%-9.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,926 | $2,420+20.9% | $4,136-29.3% | $2,427+20.5% |
| Participant deferral / active EE | $5,009 | $4,169+20.1% | $5,506-9.0% | $4,046+23.8% |
| Admin fee / account holder | $327 | $585-44.2% | $10,280-96.8% | $626-47.9% |