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 | $593,887 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $74,675 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $4,500 |
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 | $69,493 | $225,489-69.2% | $81,930-15.2% | $93,223-25.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 72.0%+28.0pp | 74.9%+25.1pp |
| Annual return | 17.38% | 14.44%+2.9pp | 29.49%-12.1pp | 19.29%-1.9pp |
| Employer contribution / active EE | $3,294 | $3,151+4.5% | $4,310-23.6% | $2,680+22.9% |
| Participant deferral / active EE | $3,739 | $4,408-15.2% | $7,107-47.4% | $4,563-18.1% |
| Admin fee / account holder | $54 | $185-70.8% | $5,158-99.0% | $79-31.7% |