Filed June 14, 2005
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.
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| Provider | Service type | Compensation |
|---|---|---|
ARETE WEALTH ADVISORS LLC4 years Service code 27 1101 W LAKE ST 1ST FL · CHICAGO, IL 60607 | Advisory (Plan) | $37,001 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,224 |
Filed as: INSIGHT 2811 INC DBA AZA CCAPITAL M Service code 27 141 W JACKSON BLVD STE 3636 · CHICAGO, IL 60604 | Advisory (Plan) | $8,214 |
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 | $104,766 | $66,319+58.0% | $93,621+11.9% | $65,185+60.7% |
| Participation rate | 98.1% | 74.0%+24.1pp | 75.8%+22.2pp | 70.2%+27.9pp |
| Annual return | 25.43% | 42.59%-17.2pp | 32.76%-7.3pp | 29.38%-4.0pp |
| Employer contribution / active EE | $3,584 | $2,013+78.1% | $2,719+31.8% | $2,177+64.7% |
| Participant deferral / active EE | $5,491 | $3,343+64.3% | $4,070+34.9% | $3,514+56.3% |
| Admin fee / account holder | $371 | $6,900-94.6% | $7,890-95.3% | $847-56.2% |