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 | $106,913 |
DA DAVIDSON & CO5 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $49,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,014 |
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 | $35,078 | $105,190-66.7% | $98,907-64.5% | $90,288-61.1% |
| Participation rate | 97.9% | 86.4%+11.5pp | 76.0%+21.9pp | 73.4%+24.5pp |
| Annual return | 15.83% | 18.52%-2.7pp | 196.43%-180.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,465 | $3,831-61.8% | $2,689-45.5% | $2,524-42.0% |
| Participant deferral / active EE | $3,247 | $5,616-42.2% | $4,244-23.5% | $4,232-23.3% |
| Admin fee / account holder | $111 | $97+14.4% | $6,642-98.3% | $114-2.4% |