Filed January 26, 2006
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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,439 |
ARCELORMITTAL VINTON, LLC1+ years Service code 99 PO BOX 12843 · EL PASO, TX 79913 | Other Fees | $3,289 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,212 |
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 | $24,063 | $72,770-66.9% | $67,652-64.4% | $55,191-56.4% |
| Participation rate | 71.6% | 78.8%-7.2pp | 75.7%-4.0pp | 69.2%+2.5pp |
| Annual return | -0.11% | -3.26%+3.2pp | 6625.04%-6625.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,486 | $1,769-16.0% | $2,266-34.4% | $1,899-21.7% |
| Participant deferral / active EE | $1,620 | $3,408-52.5% | $3,560-54.5% | $3,046-46.8% |
| Admin fee / account holder | $67 | $79-15.1% | $4,821-98.6% | $91-26.3% |