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 ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,864 |
Service code 55 880 CARILON PARKWAY · ST PETERBERG, FL 33716 | Other Commissions | $26,894 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 | Contract Administrator | $7,684 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $7,077 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
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 | $68,348 | $136,307-49.9% | $177,821-61.6% | $73,488-7.0% |
| Participation rate | 87.8% | 86.1%+1.7pp | 87.7%+0.1pp | 70.7%+17.1pp |
| Annual return | 0.41% | 18.68%-18.3pp | 48.32%-47.9pp | 28.51%-28.1pp |
| Employer contribution / active EE | $2,575 | $3,712-30.6% | $5,918-56.5% | $2,270+13.4% |
| Participant deferral / active EE | $3,532 | $5,829-39.4% | $7,714-54.2% | $3,740-5.6% |
| Admin fee / account holder | $159 | $596-73.3% | $12,427-98.7% | $513-69.1% |