Filed February 20, 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 | $2,269 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN BY ASCENSUS · DRESHER, PA 19025 | Contract Administrator | $2,025 |
ADIVSED ASSETS GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GRENNWOOD VILLAGE, CO 80111 | Investment Management | $1,924 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,434 | $133,040+89.7% | $119,258+111.7% | $79,386+218.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 82.7%+17.3pp | 70.7%+29.3pp |
| Annual return | 14.11% | 20.05%-5.9pp | 30.69%-16.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $17,208 | $4,390+292.0% | $4,384+292.5% | $2,427+608.9% |
| Participant deferral / active EE | $9,538 | $6,448+47.9% | $6,111+56.1% | $4,046+135.8% |
| Admin fee / account holder | $24 | $686-96.5% | $7,226-99.7% | $626-96.1% |