Filed December 23, 2013
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 | $43,429 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 220 SOUTH 6TH ST, SUITE 320 · MINNEAPOLIS, MN 55401 | Accounting | $3,160 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,163 |
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 | $73,037 | $98,982-26.2% | $162,163-55.0% | $65,185+12.0% |
| Participation rate | 97.7% | 85.8%+12.0pp | 87.6%+10.2pp | 70.2%+27.5pp |
| Annual return | 26.47% | 24.84%+1.6pp | 115.59%-89.1pp | 29.38%-2.9pp |
| Employer contribution / active EE | $5,515 | $3,467+59.1% | $5,614-1.7% | $2,177+153.4% |
| Participant deferral / active EE | $5,275 | $5,384-2.0% | $7,298-27.7% | $3,514+50.1% |
| Admin fee / account holder | $170 | $596-71.5% | $10,843-98.4% | $847-79.9% |