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 | $122,455 |
Filed as: MIDWEST CAPITAL ADVISORS LLC Service code 27 630 KENMOOR AVE SE STE 206 · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $45,789 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,723 | $104,317+38.7% | $159,436-9.2% | $86,799+66.7% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.8%+15.4pp | 72.3%+25.9pp |
| Annual return | 16.79% | 26.32%-9.5pp | 263.57%-246.8pp | 97.91%-81.1pp |
| Employer contribution / active EE | $7,836 | $3,451+127.1% | $4,829+62.2% | $2,405+225.8% |
| Participant deferral / active EE | $6,541 | $6,837-4.3% | $7,352-11.0% | $4,131+58.3% |
| Admin fee / account holder | $312 | $172+81.0% | $10,799-97.1% | $170+83.8% |