Filed September 27, 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.
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 | $19,441 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $282 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,722 | $62,928-81.4% | $172,739-93.2% | $67,579-82.7% |
| Participation rate | 87.8% | 64.5%+23.3pp | 82.6%+5.1pp | 71.3%+16.5pp |
| Annual return | 22.70% | 30.36%-7.7pp | 802.84%-780.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $738 | $1,636-54.9% | $5,143-85.6% | $2,148-65.6% |
| Participant deferral / active EE | $1,731 | $2,145-19.3% | $5,198-66.7% | $3,539-51.1% |
| Admin fee / account holder | $40 | $167-76.0% | $13,954-99.7% | $142-71.9% |