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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,470 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,113 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 99 10100 INNVOVATION DRIVE · DAYTON, OH 45342 | Other Fees | $833 |
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 | $59,845 | $73,823-18.9% | $379,746-84.2% | $73,488-18.6% |
| Participation rate | 80.6% | 73.1%+7.5pp | 78.4%+2.2pp | 70.7%+9.9pp |
| Annual return | 11.39% | 29.06%-17.7pp | 34.90%-23.5pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,373 | $2,472-44.5% | $3,540-61.2% | $2,270-39.5% |
| Participant deferral / active EE | $3,137 | $4,038-22.3% | $6,024-47.9% | $3,740-16.1% |
| Admin fee / account holder | $75 | $607-87.7% | $7,927-99.1% | $513-85.5% |