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 | $146,091 |
DA DAVIDSON & CO6 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 | $18,171 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,861 | $114,195-59.8% | $106,548-57.0% | $93,030-50.7% |
| Participation rate | 97.7% | 86.4%+11.3pp | 76.1%+21.6pp | 73.9%+23.8pp |
| Annual return | 12.68% | 22.18%-9.5pp | 26.80%-14.1pp | 158.70%-146.0pp |
| Employer contribution / active EE | $1,586 | $4,009-60.4% | $2,819-43.7% | $2,706-41.4% |
| Participant deferral / active EE | $3,687 | $5,908-37.6% | $4,398-16.2% | $4,562-19.2% |
| Admin fee / account holder | $162 | $105+54.3% | $7,407-97.8% | $152+6.5% |