Filed October 18, 2004
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 | $77,948 |
Filed as: MIDWEST CAPITAL ADVISORS LLC Service code 27 630 KENMOOR AVE SE STE 206 · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $30,623 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,056 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $3,760 |
Filed as: RAYMOND JAMES Service code 99 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $1,128 |
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 | $107,481 | $88,122+22.0% | $141,162-23.9% | $67,579+59.0% |
| Participation rate | 97.0% | 76.5%+20.6pp | 82.5%+14.6pp | 71.3%+25.8pp |
| Annual return | 26.83% | 75.40%-48.6pp | 71.39%-44.6pp | 378.56%-351.7pp |
| Employer contribution / active EE | $6,926 | $3,224+114.8% | $4,735+46.3% | $2,148+222.5% |
| Participant deferral / active EE | $5,551 | $5,958-6.8% | $6,709-17.3% | $3,539+56.8% |
| Admin fee / account holder | $224 | $131+71.2% | $10,261-97.8% | $142+57.5% |