Filed September 2, 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 | $20,659 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,505 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $6,500 |
Service code 10 800 EAST WAYZATA BLVD · WAYZATA, MN 55391 | Accounting | $2,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,338 | $93,182-23.4% | $146,665-51.4% | $79,386-10.1% |
| Participation rate | 57.5% | 76.4%-18.9pp | 80.1%-22.6pp | 70.7%-13.2pp |
| Annual return | 13.18% | 21.61%-8.4pp | 22.74%-9.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,402 | $2,420-42.1% | $4,136-66.1% | $2,427-42.3% |
| Participant deferral / active EE | $3,797 | $4,169-8.9% | $5,506-31.0% | $4,046-6.1% |
| Admin fee / account holder | $290 | $585-50.5% | $10,280-97.2% | $626-53.8% |