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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |