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 | $6,276 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,299 |
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 | $8,408 | $39,948-79.0% | $89,391-90.6% | $73,409-88.5% |
| Participation rate | 93.1% | 50.4%+42.7pp | 68.0%+25.1pp | 72.2%+20.9pp |
| Annual return | 16.28% | 50.12%-33.8pp | 245.62%-229.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,235 | $1,200+2.9% | $2,586-52.2% | $2,234-44.7% |
| Participant deferral / active EE | $1,748 | $2,193-20.3% | $3,890-55.1% | $3,805-54.1% |
| Admin fee / account holder | $13 | $134-90.4% | $4,881-99.7% | $158-91.8% |