Filed November 9, 2005
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 | $95,714 |
DA DAVIDSON & CO4 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $49,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,740 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,794 | $96,403-61.8% | $93,606-60.7% | $77,787-52.7% |
| Participation rate | 96.3% | 87.6%+8.6pp | 75.8%+20.4pp | 73.2%+23.1pp |
| Annual return | 25.88% | 39.36%-13.5pp | 32.76%-6.9pp | 32.57%-6.7pp |
| Employer contribution / active EE | $1,170 | $3,616-67.6% | $2,718-57.0% | $2,504-53.3% |
| Participant deferral / active EE | $2,891 | $5,341-45.9% | $4,069-29.0% | $3,967-27.1% |
| Admin fee / account holder | $122 | $90+36.8% | $7,888-98.4% | $100+22.4% |