Filed March 25, 2015 (most recent of 3 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 | $77,428 |
Filed as: CAPFINANCIAL PARTNERS LLC .00 Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $55,538 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,930 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $42,351 | $63,764-33.6% | $81,930-48.3% | $79,858-47.0% |
| Participation rate | 84.2% | 67.5%+16.7pp | 72.0%+12.2pp | 69.6%+14.6pp |
| Annual return | 3.19% | 22.66%-19.5pp | 29.49%-26.3pp | 31.71%-28.5pp |
| Employer contribution / active EE | $5,863 | $1,795+226.6% | $4,310+36.0% | $2,471+137.3% |
| Participant deferral / active EE | $11,200 | $2,780+302.8% | $7,107+57.6% | $3,740+199.5% |
| Admin fee / account holder | $247 | $4,426-94.4% | $5,158-95.2% | $5,306-95.3% |