Filed June 8, 2017 (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 | $24,803 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $20,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,708 |
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 | $40,948 | $47,648-14.1% | $130,648-68.7% | $67,579-39.4% |
| Participation rate | 47.5% | 60.4%-13.0pp | 71.7%-24.3pp | 71.3%-23.8pp |
| Annual return | 21.51% | 25.73%-4.2pp | 1708.96%-1687.5pp | 378.56%-357.1pp |
| Employer contribution / active EE | $825 | $1,408-41.4% | $4,092-79.8% | $2,148-61.6% |
| Participant deferral / active EE | $1,682 | $2,616-35.7% | $3,603-53.3% | $3,539-52.5% |
| Admin fee / account holder | $272 | $105+159.0% | $5,464-95.0% | $142+91.2% |