Filed July 7, 2014
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 |
|---|---|---|
SECURITIES AMERICA INC5+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $29,257 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $581 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $555 |
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 | $24,351 | $42,990-43.4% | $61,048-60.1% | $67,579-64.0% |
| Participation rate | 88.0% | 72.4%+15.5pp | 79.3%+8.6pp | 71.3%+16.7pp |
| Annual return | 18.61% | 23.20%-4.6pp | 26.18%-7.6pp | 378.56%-360.0pp |
| Employer contribution / active EE | $1,403 | $1,969-28.7% | $3,716-62.2% | $2,148-34.7% |
| Participant deferral / active EE | $1,833 | $2,496-26.6% | $4,470-59.0% | $3,539-48.2% |
| Admin fee / account holder | $1 | $109-99.0% | $3,728-100.0% | $142-99.2% |