Filed June 24, 2008 (most recent of 2 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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,017 |
CLARK, SCHAEFER, HACKETT & CO.5+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $10,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
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 | $68,289 | $64,919+5.2% | $392,568-82.6% | $65,185+4.8% |
| Participation rate | 87.4% | 72.0%+15.4pp | 78.1%+9.3pp | 70.2%+17.2pp |
| Annual return | 20.28% | 26.09%-5.8pp | 24.42%-4.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,477 | $2,374-37.8% | $3,783-60.9% | $2,177-32.1% |
| Participant deferral / active EE | $3,297 | $3,668-10.1% | $5,985-44.9% | $3,514-6.2% |
| Admin fee / account holder | $77 | $634-87.9% | $6,260-98.8% | $847-91.0% |