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 | $34,239 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WA 53202 | Other Commissions | $9,329 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $721 |
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 | $45,707 | $46,722-2.2% | $130,648-65.0% | $65,185-29.9% |
| Participation rate | 66.9% | 60.9%+5.9pp | 71.7%-4.9pp | 70.2%-3.3pp |
| Annual return | 21.38% | 24.17%-2.8pp | 1708.96%-1687.6pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,160 | $1,488-22.0% | $4,092-71.7% | $2,177-46.7% |
| Participant deferral / active EE | $2,332 | $2,545-8.4% | $3,603-35.3% | $3,514-33.6% |
| Admin fee / account holder | $209 | $453-53.8% | $5,464-96.2% | $847-75.3% |