Filed August 7, 2013
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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,213 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $679 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,430 | $31,109-76.1% | $67,711-89.0% | $52,331-85.8% |
| Participation rate | 88.0% | 54.0%+34.0pp | 67.5%+20.5pp | 68.1%+19.9pp |
| Annual return | -3.28% | 23.70%-27.0pp | 25.41%-28.7pp | 4.54%-7.8pp |
| Employer contribution / active EE | $631 | $1,076-41.4% | $2,559-75.4% | $1,882-66.5% |
| Participant deferral / active EE | $1,159 | $1,970-41.2% | $3,585-67.7% | $3,022-61.7% |
| Admin fee / account holder | $10 | $466-97.9% | $4,255-99.8% | $592-98.4% |