Filed March 14, 1994
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 ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,270 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $5,004 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 | Contract Administrator | $4,234 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,088 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,577 | $70,667-44.0% | $123,104-67.9% | $52,331-24.4% |
| Participation rate | 76.1% | 83.7%-7.6pp | 86.8%-10.7pp | 68.1%+8.0pp |
| Annual return | -12.62% | 6.23%-18.9pp | 13.22%-25.8pp | 4.54%-17.2pp |
| Employer contribution / active EE | $1,974 | $2,946-33.0% | $5,151-61.7% | $1,882+4.9% |
| Participant deferral / active EE | $2,981 | $4,493-33.7% | $6,230-52.2% | $3,022-1.4% |
| Admin fee / account holder | $114 | $506-77.6% | $9,015-98.7% | $592-80.8% |