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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |