Filed October 29, 2014 (most recent of 3 filings on file)
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 | $300 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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 | $53,498 | $68,413-21.8% | $123,104-56.5% | $55,191-3.1% |
| Participation rate | 99.8% | 84.5%+15.3pp | 86.8%+13.0pp | 69.2%+30.6pp |
| Annual return | 3.10% | 6.30%-3.2pp | 13.22%-10.1pp | 10.78%-7.7pp |
| Employer contribution / active EE | $4,133 | $3,050+35.5% | $5,151-19.8% | $1,899+117.7% |
| Participant deferral / active EE | $3,380 | $4,490-24.7% | $6,230-45.7% | $3,046+10.9% |
| Admin fee / account holder | $1 | $88-99.3% | $9,015-100.0% | $91-99.3% |