Filed January 23, 2015 (most recent of 2 filings on file)
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 | $28,370 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $6,878 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,724 | $37,134+28.5% | $100,671-52.6% | $52,331-8.8% |
| Participation rate | 61.3% | 57.7%+3.7pp | 70.7%-9.4pp | 68.1%-6.8pp |
| Annual return | -0.75% | 0.10%-0.9pp | 20.43%-21.2pp | 4.54%-5.3pp |
| Employer contribution / active EE | $888 | $1,187-25.2% | $4,012-77.9% | $1,882-52.8% |
| Participant deferral / active EE | $1,945 | $2,163-10.1% | $3,144-38.1% | $3,022-35.6% |
| Admin fee / account holder | $219 | $467-53.2% | $4,850-95.5% | $592-63.0% |