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 | $36,360 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $11,693 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,045 | $61,052-9.8% | $142,863-61.5% | $79,386-30.7% |
| Participation rate | 61.2% | 60.1%+1.1pp | 71.9%-10.7pp | 70.7%-9.5pp |
| Annual return | 14.03% | 16.02%-2.0pp | 5637.54%-5623.5pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,192 | $1,481-19.5% | $4,144-71.2% | $2,427-50.9% |
| Participant deferral / active EE | $2,596 | $2,879-9.8% | $3,837-32.3% | $4,046-35.8% |
| Admin fee / account holder | $240 | $659-63.6% | $6,560-96.3% | $626-61.7% |