Filed December 7, 2001
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $665,602 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,357 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,900 |
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 | $65,061 | $92,153-29.4% | $76,817-15.3% | $82,204-20.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 72.1%+27.9pp | 73.4%+26.6pp |
| Annual return | 21.78% | 21.12%+0.7pp | 1166.11%-1144.3pp | 26.31%-4.5pp |
| Employer contribution / active EE | $3,045 | $3,043+0.1% | $2,302+32.3% | $2,707+12.5% |
| Participant deferral / active EE | $3,329 | $4,304-22.6% | $3,336-0.2% | $4,246-21.6% |
| Admin fee / account holder | $51 | $70-26.8% | $6,420-99.2% | $76-32.0% |