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 | $627,149 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $139,830 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,560 | $111,651-29.6% | $86,874-9.6% | $101,517-22.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 71.6%+28.4pp | 74.6%+25.4pp |
| Annual return | 14.17% | 19.55%-5.4pp | 63.52%-49.4pp | 21.00%-6.8pp |
| Employer contribution / active EE | $3,451 | $3,410+1.2% | $2,495+38.3% | $2,973+16.1% |
| Participant deferral / active EE | $4,023 | $4,831-16.7% | $3,699+8.8% | $4,873-17.4% |
| Admin fee / account holder | $57 | $79-28.0% | $5,828-99.0% | $139-59.1% |