Filed March 1, 2006 (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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,106 |
Filed as: GREAT-WEST LIFE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,614 |
FLEXIBLE PLAN INVESTMENTS LTD1+ years Service code 26 · EIN 38-2340348 | Advisory (Participants) | $1,054 |
CHARLES SCHWAB & CO., INC.1+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $787 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $618 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: CITY NATIONAL ROCHDALE LLC Service code 26 · EIN 13-3360819 | Advisory (Participants) | $602 |
LARSON FINANCIAL GROUP LLC1+ years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $143 |
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 | $53,753 | $46,360+15.9% | $147,614-63.6% | $52,331+2.7% |
| Participation rate | 97.5% | 64.9%+32.6pp | 84.6%+12.9pp | 68.1%+29.4pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $33,188 | $2,126+1460.9% | $5,564+496.4% | $1,882+1663.7% |
| Participant deferral / active EE | $19,913 | $2,258+782.1% | $4,895+306.8% | $3,022+558.9% |
| Admin fee / account holder | $69 | $766-90.9% | $11,611-99.4% | $592-88.3% |