Filed April 9, 1993 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,141 |
Filed as: THE O N EQUITY SALES COMPANY Service code 55 PO BOX 371 · CINCINNATI, OH 45201 | Other Commissions | $20,572 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 1350 TREAT BLVD STE 300 · WALNUT CREEK, CA 94597 | Advisory (Plan) | $10,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $132,749 | $78,419+69.3% | $133,956-0.9% | $73,409+80.8% |
| Participation rate | 69.1% | 78.6%-9.5pp | 79.8%-10.7pp | 72.2%-3.0pp |
| Annual return | 22.66% | 33.35%-10.7pp | 45.09%-22.4pp | 59.29%-36.6pp |
| Employer contribution / active EE | $1,394 | $2,044-31.8% | $3,919-64.4% | $2,234-37.6% |
| Participant deferral / active EE | $3,570 | $3,925-9.0% | $5,048-29.3% | $3,805-6.2% |
| Admin fee / account holder | $74 | $161-54.0% | $8,927-99.2% | $158-53.0% |